Downie Financial Group is a registered investment adviser based in Mission Viejo, CA, offering advisory services in California and other jurisdictions. With over 15 years of experience, their fiduciary financial planner, Cliff Downie, aims to educate and advise clients on retirement planning, investments, and college savings, acting in their best interest. Through transparent education, strategic planning, and consistent action, Downie Financial Group helps clients reach their retirement financial goals.
As a recommended member of the Dave Ramsey SmartVestor Network, Downie Financial Group shares the same investment philosophies taught by Dave Ramsey. They provide short, simple, and easy-to-understand financial videos to help clients understand investing for retirement. With a focus on client education and communication, Downie Financial Group strives to be a trusted advisor for families in the Inland Empire Orange County area.
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