South County

884 Eastlake Parkway, Ste 1619 Chula Vista, CA 91914

Communities served:
Chula Vista, Imperial Beach, Mission Hills, National City

CA Insurance License number: 0L71015

Davee began his banking career in 2006 and became a financial advisor in 2023. He enjoys working with the South County community to help educate and work with members that have questions around retirement and wealth management.

He has an extensive background in banking and working with members to help them achieve their financial goals. Davee is well-versed in IRAs, 401(k)s, 403(b)s, defined benefit plans and pensions. As a former banking vice president, he has a wide knowledge of estate, retirement, and business planning.

Davee will provide you with the information, knowledge, and guidance to help ensure you and your family are able to retire with a sense of confidence and comfort.

Davee graduated from UC Berkeley, where he majored in business administration. He enjoys spending his free time with his family, traveling, and bowling whenever he can get a game in.