Ravi Davis, CFP® | Founder & CEO
Expert Guidance, Built Around You
Our team helps physicians bring together investments, planning, and strategy into one coordinated approach built around your career and your goals.
Ravi is the owner and founder of Hippocratic Financial, a comprehensive financial care provider for physicians including tax preparation, financial planning, wealth management, estate planning, legal, student loan, and insurance brokerage services. Earlier in his career, Ravi partnered in real estate development, apartment building syndications, and tax credit consulting. A graduate of Vassar College, he lives in Los Angeles with his wife, a physician, and their three children.
Susan leads financial planning at Hippocratic Financial, bringing more than a decade of experience helping clients turn complex financial pictures into clear, confident plans. As a Certified Financial Planner™ she guides clients through major life transitions with steady, practical advice.
Andrew is a Certified Financial Planner™ professional on Hippocratic Financial’s advisory team, helping clients navigate complex financial challenges and create a path toward long-term success. He also leads the firm’s student loan planning practice, giving him added insight into how debt strategy fits into the bigger financial picture.