Project Description

David Davodi David Davodi – Associate Financial Planner

David Davodi joined Perspective Financial Services in 2017 as an associate financial planner and brings 10 years of advising and client service experience in the investment and banking industry to the firm. Most recently, he worked at J.P. Morgan Securities, Morgan Stanley and Charles Schwab. David is passionate about helping people reach their financial and personal goals, and strives to treat clients as though they are family. He is currently enrolled in courses to earn the Certified Financial Planner designation.

David’s parents emigrated from Armenia before he was born, and he is fluent in both English and Armenian. He places high value on having a tight-knit family, especially as he and his wife, Serena, begin a family of their own. The couple lives in Phoenix, in close proximity to their parents and other relatives.

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