Broker Check
Jack Davis, MS, CFP®

Jack Davis, MS, CFP®

Founder & CEO

Jack Davis is Founder and CEO of the NRG Wealth Management. Jack founded NRG in the early 2000s with a vision to create an integrated financial services organization specializing in serving the unique needs of high-net-worth retirees and pre-retirees. As the firm’s managing principal, Jack works with our clients to design financial planning and wealth management strategies that help them achieve their aspirations and financial objectives. His extensive background in financial planning and wealth management allows Jack to offer the type of comprehensive advice that best helps our clients build and preserve their wealth.

To say that Jack Davis lives and works with passion would be an understatement. Jack’s approach to all that he does comes from integrity, hard work and a long history of helping his clients achieve financial life success. In addition to earning his Masters of Science in Personal Financial Planning, Jack is a CERTIFIED FINANCIAL PLANNER™ professional. This designation embodies the highest standard of excellence, objectivity, and competence in the financial field. A lifelong advocate of financial education, Jack is also the author of Cash Out: Retire on Your Terms, Live Well and Die Happy, the acclaimed book for pre-retirees and retirees seeking to establish retirement goals and strengthen their financial lives. 

Jack is an avid outdoorsman. You can often find him trekking through Southern Arizona’s Sonoran Desert on a hunting, hiking, or mountain biking excursion. (Sometimes all three on the same outing!) He promotes and participates in giving back to his community through active participation and fundraising for Wounded Warrior Project, Toys for Tots, Juvenile Diabetes Research Foundation, and SaddleBrooke Community Outreach. Jack also volunteers his time teaching financial literacy and life fulfillment topics for continuing education programs throughout our community.