Eric Davis
CFP®, BFA™
Advisor
As a Lead Advisor at BSW Wealth Partners, I work primarily with local business owners, entrepreneurs, and their families. Being a business owner myself, I am drawn to the unique complexities and planning required to craft comprehensive financial plans for my clients.
I’ve worked with families through significant life transitions; including divorce, death of loved ones, business start-ups and exits, partner buyouts, structuring key employee compensation plans, and navigating financial events such as inheritance, private stock sales, and IPO’s.
I believe a life successfully lived is best measured by how closely a family adheres to what they value most. Part of my responsibility is to help families make informed decisions with their money. I take even greater pleasure in finding ways that families can live more in alignment with their values, with financial planning serving as one tool to help facilitate this.
The intersection of money and major life decisions can trigger powerful emotions that may cloud judgment. I seek to help families evaluate important decisions from multiple viewpoints, distinguish between objective and emotion-based considerations, and continuously align decisions with the family’s values and goals.
Values and goal setting have been an important part of my own life. When making decisions from a place lacking in true values and goals, I’ve gone on to make mistakes such as becoming an investment banker (something I wouldn’t wish upon anyone) and finding myself stranded in the middle of the desert in Morocco. And when driven by my core values and goals, I’ve gone on to graduate with Distinction from the University of Colorado, I’ve earned both the CERTIFIED FINANCIAL PLANNER™ and BEHAVIORAL FINANCIAL ADVISOR™ designations, I’ve worked hard to become a Division I NCAA Champion at the University of Colorado and have started a craft-brewery in Spain.
Outside of my work at BSW, I run an organization designed to help people with autoimmune ailments, I ski in the backcountry, and I do what I value most: spend time with family.
Education, Accreditation, Leadership and Service:
- CERTIFIED FINANCIAL PLANNER™ certification
- BEHAVIORAL FINANCIAL ADVISOR™ certification
- BS in Finance, with Distinction, University of Colorado – Boulder – Leeds School of Business
- NCAA National Champion and Captain of NCAA Division I Team
- University of Colorado Scholar-Athlete Award (highest GPA of male student-athletes)
- Current Board Member – The Synergy Company
- Current Mentor – Leeds School of Business Young Alumni Mentors program
