Accuplan Benefits Services

Northern Ca. Location

Northern Ca. Location

Our expert staff is here to guide you.

Brian Davis

Director of Business Development

Brian is a Self-Directed IRA specialist with experience since 2001, previously working in mortgage and insurance industries. He has 5+ years in the Self-Directed IRA sector and brings over a dozen years of financial services experience. He specializes in real estate investing, trust deeds, crowdfunding, and personal financing. Brian grew up in Northern California in an agricultural business family and has opened over 1,000 Self-Directed accounts.

Contact Information

  • Office: (619) 432-4555
  • Direct: (619) 892-2438
  • Fax: (888) 706-9556
  • Email: [email protected]
  • Address: 9245 Laguna Springs Dr. Ste 200 • Elk Grove, Ca. 95758