Gil Davis, CPA/PFS


As Managing Director of CSD Financial and Partner at Case | Sabatini, Gil Davis has 40 years of professional experience in the areas of finance and taxation, applying both his CPA and financial planning expertise in helping his clients achieve their financial goals. Gil has also earned the Personal Financial Specialist (PFS) designation. The AICPA, a national professional organization of CPAs, has granted the PFS accreditation to only 2% of CPAs nationwide. Earning this honor requires candidates to pass a rigorous technical exam and peer review process.

Throughout his career, Gil has volunteered considerable time serving on non-profit boards and fundraising for organizations like the YMCA, Juvenile Diabetes Foundation, and the Roberto Clemente Foundation.  He is also the former National Tax Chairman for the Associated Builders and Contractors, for which he worked directly with IRS officials in recommending tax code changes and improvements in taxation requirements for contractors across the United States.

Gil received his Bachelor of Science degree in Accounting from the University of Dayton in 1980.  He resides in Robinson Township.  Gil enjoys golf, racquetball, tennis, and baseball.

Morris University, and he is an active member of the AICPA, the PICPA, and many industry associations.

We are proud to announce Gil as a recipient of the Five Star Wealth Manager award – visit his Five Star award site!

2019 Five Star Wealth Manager