The Fiduciary Oath

As your Financial Planner I stand by the Fiduciary Oath

two parents teaching their child to walk representing that we put your best interest first as part of our Fiduciary Oath.

Your Best Interest

I will always put your best interests first.

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

Good Judgement

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

two people reviewing a contract to represent that I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

Fair Disclosure

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

a person pointing at a laptop computer screen to represent I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

Fair Management

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

two people shaking hands representing I will avoid all conflicts of interest.

Conflict Avoidance

I will avoid all conflicts of interest.

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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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