Understanding Client Needs
As a comprehensive financial planning firm, our goal is to completely understand each client’s unique financial circumstances. Our approach is to carefully analyze clients’ financial situations, provide individualized recommendations for clients to meet their financial objectives, and monitor progress. Our emphasis is on realistic goal-setting and the promotion of long-term financial health. We believe that everyone deserves peace of mind and security when looking toward their financial future.
Meeting Client Expectations
Fruition Advisors focuses on transparency, integrity, and honesty. We are a fee-only firm. This means we do not accept commissions or referral fees or sell any financial products. Everything relevant to clients’ individual situations is disclosed. As a result, we do not have any conflicts of interest. Acting in a fiduciary capacity, our responsibility is always to clients first, with clients’ best interests driving all recommendations. Our role is to be a trusted and dedicated partner and support clients in achieving their short and long-term financial goals.
Who We Are
Alison Davies established Fruition Advisors LLC in 2013 after working with an independent investment advisory firm since 2010. She has a comprehensive knowledge of financial planning and investment management issues, having worked closely with individuals and families to find personalized solutions for simple to complex financial challenges.
Alison is a CFP® (Certified Financial Planner™). This mark is the gold standard of the financial planning industry and indicates that Alison has fulfilled the rigorous experience, examination, and ethical requirements in order to receive this designation.
Alison also holds a Certificate of Completion from the Professional Sequence in Personal Financial Planning Program at the University of California, Berkeley Extension, a Series 65 license from the Securities & Exchange Commission (SEC), and she is a member of the Financial Planning Association (FPA) East Bay Chapter.
Prior to entering the financial industry, Alison earned a Bachelor’s degree in American Studies from Williams College in 2000 and a Master’s degree in Literature from the University of California, Santa Cruz in 2005.
Fruition Advisors LLC is a Registered Investment Advisor in the state of California.