Franklin C. Davis IV, CFP®, CMT®

Franklin uses his Chartered Market Technician® (CMT) and CERTIFIED FINANCIAL PLANNERTM certification daily as a portfolio manager at Sendero®. His mastery of investment risk in portfolio management combined with his financial planning studies create a robust foundation for working with clients.

Franklin engages clients in identifying and understanding their goals and creating a portfolio that will support those goals. He is also responsible for implementing the investment strategies in his clients’ portfolios.

Franklin joined Sendero® in the fall of 2020 after spending five years as an investment advisor. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and a member of the Chartered Market Technician Association.

Experience & History 

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