Denise Downey, CFP®, MBA

As a Certified Financial Planner™, I love helping people figure out how to achieve their financial goals.

In order to stay simple and transparent, Financial Trex operates as a fee-only firm. This means I earn an income based on the services I provide for you and not from selling you financial products you don't need.

This is a different approach than what you would find at large financial institutions where their financial planners are paid on commission and driven by sales. Many of my clients have tried this traditional route and found it didn't work for them.

My focus on services, rather than commission, allows me to concentrate my energies on a small group of clients who I work with year in and year out.

I work with clients nationwide via phone, email, Skype, and Zoom. My approach allows for flexibility to chat with clients whenever it's convenient for them.