Davy Vartanian, AIF®

Financial Advisor

Experience:

Davy is a financial professional with Principal Financial Network in Visalia, CA.  Davy focuses on assisting successful families and businesses with a goals-based approach to financial planning. His process helps his clients with many aspects of their financial life, including investment management and risk management. Davy is committed to providing his clients with a complete picture and clear understanding of their financial situation. Davy believes in honesty and transparency when it comes to the service of others, and his goal is to build lifetime relationships with his clients that are based on trust.

Prior to becoming a financial professional, Davy had a career working in professional baseball with the Boston Red Sox, Texas Rangers, and New York Yankees. During this time, Davy worked in player development where his primary responsibilities revolved around video and statistics. This analytical background provided him with some incredibly useful skills that carry over into the finance world.

Education & Credentials:

Davy obtained a Bachelor of Arts Degree in Business Management from Fresno Pacific University.  He also holds FINRA Series 7 & 66 securities registrations, his Life & Health Insurance License, and the AIF® professional designation.

Interests:

Davy was born and raised in Visalia, and now resides in Hanford. He was married to his wife, Reilly, in June of 2022. Davy and Reilly enjoy spending time with their families and traveling. Some of their favorite places to visit are Texas, Tennessee, and Florida, but they are always looking for someplace new. Davy is involved in several organizations outside of work including the COS Foundation, Triple X Fraternity, and St. Mary Armenian Church in Yettem. Davy’s idea of a perfect weekend would include several hours in front of the barbecue and watching baseball.

 

3629607-062024

Phone 559-627-3553