Meet Davis
I work with business owners, senior executives, and pre‑retirees who want wealth, clarity, and confidence as they navigate complex financial decisions and life transitions.
My goal is to help clients simplify complexity, think clearly, and move forward with confidence — whether they’re preparing for retirement, managing accumulated wealth, or planning what comes next.
My team and I provide strategic financial planning and investment guidance designed to align with each client’s goals, values, and stage of life. Rather than overwhelming clients with information, we focus on helping them make clear, well‑reasoned decisions during important moments.
I grew up in the Seattle area and remain deeply connected to this community. I hold a degree in business finance from Montana State University, and my background in food service shaped my approach to advising — high standards of service, strong relationships, and showing up consistently when it matters.
If you’re approaching a transition or want greater clarity and confidence around your financial decisions, please schedule time on my calendar. A focused conversation can quickly determine whether we’re a good fit.
Feel free to contact me directly at davis.noblat@equitable.com, or call or text me at (425) 214‑5366.
Davis Noblat
Financial Professional
As a Financial Consultant with Equitable Advisors, I help individuals and business owners implement clear, well‑structured financial strategies supported by a national firm with extensive planning resources. My team and I focus on practical solutions and ongoing guidance as life, careers, and priorities evolve.
Key areas where our services help clients the most:
- Retirement Plan Rollovers
- IRA Contributions
- Life Insurance
- Long Term Care Insurance
- Education Funding
- Estate Planning Strategies
- Small Business Retirement Plans
- Concentrated Stock Positions
- Retirement Forecasting
I emphasize clarity, structure, and steady guidance—helping clients move forward with confidence and purpose at every stage. Often, a single conversation is all it takes to determine whether there’s more that could be working in your favor, and I look forward to starting that conversation.