Terri L. Davis

Terri Davis photo

Terri L. Davis, CPA/Principal


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


  • 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


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

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