Fagan brings more than 30 years of experience to Davis wealth management firm.
DAVIS, California—Symphony Financial Planning, a Davis-based investment advisory firm, announced today that Ann B. Fagan has joined the firm as a financial planner.
“We are thrilled to have Ann join our firm,” said Paul Meyerhoff, Symphony Financial Planning’s founder and president. “Our firm has been growing, and Ann will be an integral part of meeting that growth. She brings with her a wealth of experience and expertise, plus a commitment to personalized financial planning to help clients achieve their goals.”
Fagan is a CERTIFIED FINANCIAL PLANNER™ professional. She has been in practice for more than 30 years, with most of that time as principal of Fagan Financial Planners in Davis. There, she provided comprehensive financial planning services, leveraging the knowledge and experience gained by working closely with her clients over many years.
Fagan said that joining with Symphony Financial Planning allowed her to expand on the services she provides to clients, adding that her decision was a “natural.”
“We both have a commitment to fee-only, fiduciary wealth management that puts our clients’ interests first,” Fagan said. “I’m excited that I will be serving my existing clients under the Symphony umbrella.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.