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About Cliff

Financial Planner, Dave Ramsey Smartvestor Pro

Photo displaying Cliff Downie, Owner of Downie Financial Group
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

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.
Photo displaying Cliff Downie with Family
26050 Acero, Mission Viejo, CA 92691
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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