Helping You Reach Your Retirement & Financial Goals, One Step At A Time.
The Fiduciary Oath
Your Best Interest
I will always put your best interests first.
I will act with prudence;
that is, with the skill, care, diligence, and good judgment of a professional.
I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
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
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?
Client First Mentality
Long Term Focus
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
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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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