Coltin Davis, CFP^®

Designations and licenses

Coltin is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Coltin provides clients with comprehensive wealth management services to help them achieve their goals.

Prior to joining Mariner, Coltin was a wealth advisor at Soltis Investment Advisors, where he was responsible for managing and building comprehensive portfolios aligned with client goals and objectives with an emphasis on alternative investing. He also developed and implemented comprehensive financial plans and was responsible for business development through the Fidelity WAS program. Before that, he was a financial planner at CFO4Life, where he developed and implemented comprehensive financial plans, participated in client meetings for data gathering and financial plan presentations and gained experience with complex investments including private placements and alternative investments.

Coltin earned a bachelor’s degree in business from Texas A&M University with minors in financial planning and communication.

Personal interests

Away from the office, Coltin enjoys Texas A&M sports, working out, golf and traveling.

Coltin’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.