Alex Davis is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ Professional, Licensed Life, Health, & Annuity Agent, and Amazon Best Selling author, but above all, she identifies as a legacy builder. After a decade of serving high-net-worth individuals and small business owners in public accounting, she faced burnout, missed valuable family time, and felt she was not fulfilling her purpose. This realization led her to leave a secure six-figure financially rewarding but soul-draining career.
She established AGA Tax and Consulting Services LLC, a boutique firm specializing in tax and financial coaching for entrepreneurs. The firm's mission is to assist entrepreneurs in building wealth through strategic financial planning and transforming their relationship with money.
- Importance of Community in Entrepreneurship
- Building a Mental Wellness Toolbox
- Business is personal, take care of self
Contact Alex at support@agataxservices.com and follow her on Instagram and LinkedIn
Credits
Host: Dr. Kimberly Grocher PhD, MA, LCSW, ACC, RYT
Guest: Alex Davis, CPA, CFP®️
Music: Gregory Brooks, Jr.
Sound Engineer: Hitz Muzic Group, LLC
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