Meet Brian Davis

We had the good fortune of connecting with Brian Davis and we’ve shared our conversation below.

Hi Brian, can you walk us through the thought-process of starting your business?
When I decided to leave my career in sales, it wasn’t an easy choice. It meant stepping away from stability and comfort. But I had reached a point where I wanted more meaning and impact in my career. I had seen first-hand how the lack of proper financial planning could derail a family’s future, and I knew that I wanted to help others avoid those same struggles. I believed that opening my financial planning practice would give me the freedom and responsibility to create something that truly mattered, something that aligned with my values.

This decision was both professional and personal. I wanted to build a career where I could look back and feel proud of the legacy I created – not just in terms of financial success, but in the lives, I was able to positively influence. Starting my own practice gave me the chance to build impactful relationships, to sit across from families, and to guide them through some of the most important decisions they’ll ever make. That sense of purpose was the driving force behind making the leap.

Can you give our readers an introduction to your business? Maybe you can share a bit about what you do and what sets you apart from others?
One of the most important factors behind my success has been perseverance. Building a business is not easy, especially when starting over in your 40’s, but I’ve never let setbacks stop me. I stayed focused on my mission to help families make better financial decisions, and that passion fueled me through the tough times. When you believe deeply in the value you provide people with, it’s easier to push forward when obstacles appear.

Another key factor is relationships. I take pride in truly listening to clients and building trust over time. Financial planning is personal. It requires people to open up about their dreams and fears. By being authentic, empathetic and consistent, I’ve built relationships that not only sustain my practice but also create lasting impact. That combination of persistence and genuine connection has been central to everything I’ve achieved.

Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
If my best friend was coming to San Diego visit, we would first head downtown and spend an afternoon walking around Little Italy. Hopefully the farmers market would be happening and we would spend time eating our way around it. Then, at night we would walk to Petco Park to watch the Padres play. Cardiff Crack Nachos are a must at the game. The following day we would take a hike up Torrey Pines, followed by brunch at Stratford Court Cafe in Del Mar. A walk on the beach later in the day and then fish tacos at the Brigantine with a cold Harland Brewery Hazy IPA to wash it down.

Who else deserves some credit and recognition?
None of what I’ve accomplished would have been possible without the support of my incredible wife, Melissa. She has been my constant source of encouragement, especially when I made the leap from a steady sales career to starting my own planning practice. That transition required sacrifice, long hours, and plenty of uncertainty, and Melissa never wavered in her belief in me. As an elementary school teacher, she embodies patience, dedication, and resilience, and those same qualities have carried over into how she supports our family and me. Knowing that Melissa is there supporting me and our family, gives me the confidence to take risks, push through challenges, and stay focused on building something meaningful. Melissa has truly been instrumental in the success of my practice.

Website: https://www.northwesternmutual.com/financial/advisor/brian-davis/

Linkedin: https://www.linkedin.com/in/brian-davis-ricp%C2%AE-8451644/