Helping You Reach Your Retirement & Financial Goals, One Step At A Time.

We are recommended by the Dave Ramsey SmartVestor Network
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The Fiduciary Oath

As a fiduciary financial planner it is my duty and responsibility to act with your best interest in mind, not my own. 

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How We Help You

The steps we take to help you succeed are centered around transparent education, strategic planning, and consistent action. 

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Why Smartvestor?

I share the same investment philosophies with you that Dave Ramsey teaches on the air everyday.

Financial Videos

Short, simple, easy to understand videos about investing for your retirement.

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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.

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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”
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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