Helping You Reach Your Retirement & Financial Goals, One Step At A Time.
We are recommended by the Dave Ramsey SmartVestor Network
Check the background of this financial professional on FINRA’s Broker Check
The Fiduciary Oath
As your financial planner I stand by the Fiduciary Oath

Your Best Interest

I will always put your best interests first.

Good Judgement

I will act with prudence;
that is, with the skill, care, diligence, and good judgment of a professional.

Fair Disclosure

I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

Fair Management

I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

Conflict Avoidance

I will avoid all conflicts of interest.

How We Help You

The steps we take to help you succeed financially

1. Transparent Education

We help remove any confusion you have about investments, so you have a clear understanding of why investing is an essential step towards financial freedom.

2. Strategic Planning

Together we create a custom strategic “easy to understand” plan that best suits the needs and long term goals for you and your families financial future.

3. Consistent Action

Finally we encourage you to take consistent action to achieve the financial goals we have created together. Nothing happens without consistent action.

What Is A Smartvestor Pro?

A SmartVestor Pro is an investment professional in your area that has been chosen and screened by Dave Ramsey’s team. Initial and ongoing screening involves background checks of professional background history, experience and FINRA Broker Check.

Why Work With A SmartVestor Pro?
SmartVestor Pros share the same investment philosophies with you that Dave teaches on the air everyday. Dave’s team continually communicates with SmartVestor Pros to help them serve his listeners with great customer service and with the heart of a teacher.

Cliff Downie with Dave Ramsey and Chris Hogan

Commitment

We are committed to educating and empowering you to help you achieve your investing goals.

Client First Mentality

We don’t just offer a single company’s investment choices; we can shop around to help you reach your goals.

Long Term Focus

We believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement.
Dave Ramsey
Dave Ramsey is a personal money management expert, an extremely popular national radio personality and best-selling author of The Total Money Makeover. In his latest book, a follow-up of his enormously successful New York Times best-sellers Financial Peace and More Than Enough, Ramsey exemplifies his life’s work of teaching others how to be financially responsible, so they can acquire enough wealth to take care of loved ones, live prosperously into old age, and give generously to others.

Cliff Downie

I have been helping families in the Inland Empire/Orange County area on their financial planning and banking for the past 15 years. As a financial planner, my goal is to advise and educate my clients and their families about their overall financial picture. For example, helping with retirement planning, investments and college saving. It is my goal, through education and communication, to be my clients trusted advisor. I am honored to be the trusted financial advisor to my clients and their families. I also work with other professionals in helping my clients with estate planning, taxes and insurance. While serving my clients I strive to maintain an integral role in the service of my community as well as helping individuals in a professional capacity. Check the background of this financial professional on FINRA’s BrokerCheck

About Cliff…

Cliff and his wife, Christine have been married for 10 years.  They have two daughters, Desiree and Delilah.  They love being outdoors and have visited many of the parks in southern California.  They enjoy going camping, hiking and boating.  Also they are volunteers in their local community and help plan many of the events throughout Aliso Viejo. In his free time, Cliff has completed many triathlons and Spartan races. Also helps coach his girls’ soccer team.  And he is a big fan of the Los Angeles Chargers.

OFFICE PHONE

BRANCH ADDRESS

26050 Acero, Mission Viejo, CA 92691

AREAS OF SERVICE

Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino”

Schedule Your 15 Minute Review Call Below

Check the background of this financial professional on FINRA’s BrokerCheck
Downie Financial Group (“DFG”) is a registered investment adviser offering advisory services in the State(s) of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of DFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Downie Financial Group

Areas of Service

Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino

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