Terri L. Davis, CPA/Principal

Education:

• Graduate, California State University, Sacramento
  Bachelor of Science Degree: Business Administration, concentration in Accounting.
• Graduate study: UC Davis & the Wharton School
• Retirement Planning Specialist

Licenses:

• Licensed by California State Board of Accountancy, 1993
  Certified Public Accountant.
• Registered representative for Trusted Advisors an AXA Financial business
  Securities licenses: series 7 and series 66 – 2001
  State of California insurance license – 2002

Memberships:

Current member of the following professional organizations:

• CPAConnect alliance of CPA and consulting firms – Member of the Advisory Committee
• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants
• Sacramento Chapter of CA Society of CPA’s
• Sacramento Metro & West Sac. Chambers of Commerce

Hobbies & Activities:

• Vocalist & pianist
•  Enjoys a fast-paced family life, creative gardening and home decorating