Financial Planner, Dave Ramsey Smartvestor Pro
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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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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