Management Team

Edward Davis
edavis@ppandco.com

Mr. Davis is a Principal with Financial Planning Consultants, LLC, which along with its strategic alliances, Legacy Capital and Hillis Financial Services, provides consulting and investment management services to individuals. In addition to being a CPA Ed holds both Life Insurance and Securities licenses (Series 66 and 7).

Ed received his Certified Public Accountant license from the state of California in 1990 and became a partner in 1997. He is responsible for providing audit and accounting, tax and business consulting for closely held businesses, their owners, and their families.   Government taxing and regulatory representation before the I.R.S., California F.T.B., State Board of Equalization, Employment Development Department Investigations and analysis for attorneys and other clients regarding discovery matters

Ed is a member of the California Society of CPA’s and the American Institute of Certified Public Accountants.  He currently serves on the Board of Directors of PrimeGlobal North America and is chairman-elect for 2010. His community activities include serving on the Board of Directors of  Thomas Cowan Bell Scholastic Foundation, is a past Chairman and serves on the Board of Directors for the Bay Area After-School All-Stars, is a member of the Bellarmine College Preparatory Dads’ Club Board and the Bellarmine College Preparatory Development Committee.  Ed holds a Bachelor of Science degree in Accounting from San Jose State University.

  • Services
    • Audit, tax, and business planning for clients involved in closely held businesses
    • Preparation of reviewed an d audited financial statements for corporations and partnerships
    • Preparation of income tax returns for individuals, corporations, partnerships, and fiduciaries
    • Income and estate tax planning for individuals
    • Mergers and acquisitions consultation
    • Consultation regarding accounting and auditing issues
    • Accounting controls and systems implementation consulting
    • Golf Course cost allocation
    • Government taxing and regulatory representation before the I.R.S., California F.T.B., State Board of Equalization, Employment Development Department
    • Investigations and analysis for attorneys and other clients regarding discovery matters
  • Professional Affiliations
    • American Institute of Certified Public Accountants
    • California Society of Certified Public Accountants
    • PrimeGlobal North America, Board of Directors, Chair-elect
  • Community Activities
    • Bay Area After-School All-Stars, Board of Directors, past Chair
    • Thomas Cowan Bell Scholastic Foundation, Board of Directors
    • Bellarmine College Preparatory Dads’ Club Board of Directors
    • Bellarmine College Preparatory Development Committee
  • Education & Professional License
    • San Jose State University Bachelor of Science in Accounting, 1985
    • Certified Public Accountant, State of California, 1990
    • Life Agent
    • Securities license (Series 66 and 7), securities registrations held with NFP
    • More than 500 hours of continuing professional education


Buddy Goldestone
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