Skip to content
Davalos Financial Advisors logoDavalos Financial Advisors logo
  • Home
  • About Us
    • About Us
    • Kate Davalos
    • My Process
    • Our Investment Philosophy
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Retirees
    • Sudden Wealth
    • Women Investors
  • How We Serve
    • How We Serve
    • Financial Planning
    • Longevity Planning
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Retirement Planning
    • The Abundancy Mindset
    • Sustainable Investing
  • Resources
    • Resources
    • Event RSVP
    • Financial Literacy Workshop
    • WorthWhile
    • Calculators
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Davalos Financial Advisors of Raymond James
    333 W. San Carlos St Suite 1650 San Jose, CA 95110 T: 408.533.9102 O: 408.279.1724 F: 833.200.5963
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Family & Lifestyle
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Women
  • Media
    • Article
    • Newsletter
How to project confidence at your next public speaking gig
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Technology & Innovation
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees—which makes it important to employers as well.
Business Ownership
Read
Read
To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
Business Ownership
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Economy & Policy
facebooklinkedinenvelope

The future at your fingertips

Davalos Financial Advisors logoDavalos Financial Advisors logo
Schedule a meeting
  • Davalos Financial Advisors of Raymond James
  • 333 W. San Carlos St Suite 1650 San Jose, CA 95110
  • T: 408.533.9102
  • O: 408.279.1724
  • F: 833.200.5963
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use