Davis D. Aldana, CFP® CRPS® CRPC® CPFA™
CERTIFIED FINANCIAL PLANNER™
A life driven by passion. At the age of 4 Davis developed a love for the ocean and fishing. By the age of 11 he was working on sportfishing boats and eventually earned the USCG 100GT Captain’s License. Davis developed his work ethic, client service skills, and a genuine passion for people while on the sportfishing boats. With over 16 years in the sportfishing industry Davis felt it was time for a new chapter and decided on pursuing education.
While still working full time in sportfishing Davis earned a Bachelor of Arts, a Master of Business Administration, and the President’s List designation from CSU, Long Beach. After earning his MBA, in 2007 Davis began his career as a Financial Advisor and spent 15 years excelling at two of the largest wealth management firms in the country. In 2022 Davis left corporate wealth management to form Aldana Financial. Now Davis’ passion is using his natural abilities, the skills he developed, and his personal client service process to build relationships that last multiple generations. Aldana Financial works closely with affluent families and business owners to help grow, preserve, and transfer their wealth to the next generation.
Davis currently lives in Los Alamitos, CA with his wife and son and enjoys traveling, diving, fishing, hockey, and spending time with friends and family.