Mountain View Financial Group is a family-oriented investment team based in Alpine, CA, dedicated to helping individuals and families navigate the complexities of the financial world. With a holistic long-term approach, they provide comprehensive financial planning services that define goals and create actionable roadmaps to help clients stay on track.
Led by Donalee Gonzales, CFP, the co-founder and president, Mountain View Financial utilizes their experience, education, and tools to analyze client information and produce tailored recommendations. Their mission is to prioritize the well-being of their clients and their families, caring as much about their clients as they do about the performance of their portfolios.
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