Specialty:
“Fruition Advisors LLC's goal is to completely understand each client’s unique financial circumstances. Their approach is to carefully analyze clients’ finances, provide individualized recommendations to help clients meet their financial objectives, and monitor progress. Alison Davies is the founder of Fruition Advisors LLC. She has a comprehensive knowledge of financial planning and investment management issues, having worked closely with individuals and families to find personalized solutions for simple to complex financial challenges. Alison Davies earned a Bachelor’s degree in American Studies from Williams College in 2000 and a Master’s degree in Literature from the University of California, Santa Cruz in 2005. She also holds a Certificate of Completion from the Professional Sequence in Personal Financial Planning Program at the University of California, Berkeley Extension, a Series 65 license from the Securities and Exchange Commission (SEC), and is a member of the Financial Planning Association (FPA) East Bay Chapter.”
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