David Davodi joins Perspective Financial Services.
Perspective Financial Services continues to grow, and we are always in search of ways to add value to the services we provide our clients. As part of that effort, we’re pleased to announce a new member of our team. David Davodi joins Perspective Financial Services 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 outgoing personality and passion for our industry makes him an excellent addition to our team,” said Mike McCann, the firm’s founder. “He will provide a new perspective and additional layer of support that will benefit all our clients, while he advances in his career goals and grows with the company.”
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.