“Less is More.”
–Ludwig Mies van der Rohe
Holly Davis, CFP®, CPA
Holly enjoys and welcomes helping people at all stages of life. She primarily works with clients in their 20s thru 40s who are looking to prioritize multiple competing financial goals such as saving for retirement, a home purchase, college savings, or paying off student loans. Holly finds great benefit in providing the educational aspect to financial plans, to help her clients feel comfortable with the recommendations being made, and hence more at ease during the implementation phase. She especially enjoys the process of getting to know a complete stranger and then building their trust as they work together towards accomplishing the client’s financial goals.
Holly was drawn to a career in financial planning by her desire to have a greater impact on the lives of individuals and families. Her career in finance started in college working for her father – a stock broker in Seattle. After graduation she built her career foundation and earned her CPA working in corporate finance for companies such as PricewaterhouseCoopers, Washington Mutual and RealNetworks. She finally landed at Goddard Financial Planning in her quest for work that she would desire doing even if she were financially independent.
Holly has spoken at various venues covering financial planning and new tax law:
Central Washington University Women in Business Conference, November 2017
South Lake Union Rotary Meeting, January 2018
CPA Tonight Show, February 2019
Favorite financial book
“The Millionaire Next Door” by Thomas J. Stanley and William D. Danko
Igniting explosives for avalanche control work with the Alpental Ski Patrol in college.
Outside the office
Holly spends as much time as possible in the outdoors with her family, and can often be found skiing or running up (and down) mountains in preparation for ski mountaineering or trail running races, with the most recent being the Broken Arrow Sky Race. Holly lives in the Bryant neighborhood of Seattle with her husband and son. As a family they spend many weekends either at her childhood home on Pine Lake, or skiing at Alpental in the winter.
Education and Certifications
BA Business Administration, University of Washington Foster School of Business
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant
Member, Financial Planning Association of Puget Sound
Year Holly joined Goddard