Devin Watts (CFP®)
Devin Watts focuses in the
following client markets or areas of practice:
- Charitable Giving
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Holistic Financial Planning, Investment Management, Retirement Planning, Tax-Aware Strategies, Insurance & Risk Management, Education Planning (529s, college savings), Estate Planning Coordination, Charitable Gifting Strategies, Cash Flow & Budgeting Guidance, Financial Organization & Systems, Life Transition Planning (job change, growing family, home purchase)
Who I Specialize in Working With:
Professionals in their 30s - 50s navigating life transitions
Growing families balancing career, kids, and financial priorities
Busy dual-income households who want to get financially organized
Young doctors and high-earning professionals early in their careers
People who are making good money but feel unsure if they’re “on track”
Clients who want a personalized plan rooted in their values—not just a portfolio
Additional Information
I’m Devin Watts, founder of Fallbrook Fi—a financial planning firm based in Clovis, California. I help professionals and growing families navigate life’s big transitions with clarity, confidence, and a financial plan they can trust.
Many of my clients are in their 30s, 40s, and 50s earning good money, but feeling disorganized or unsure if they’re on the right path. They’re often juggling careers, raising kids, managing debt, or preparing for big milestones like a home purchase or job change. They want to do the right thing but don’t have the time or tools to make sense of everything on their own.
That’s where I come in. I provide holistic financial planning and investment management that’s tailored to your life, your values, and your goals. My approach is collaborative, personal, and judgment-free. Whether we’re reviewing your insurance, building your investment strategy, planning for taxes, or aligning your finances with your future—we’ll do it together, one step at a time.
I’ve been working in financial services since 2016, but I started Fallbrook Fi to create a firm that puts relationships and real-life context first. No jargon. No pressure. Just thoughtful planning that helps you feel more organized and in control.
Outside of work, I’m a husband, dad, triathlete, and lover of all things outdoors. If you're looking for a down-to-earth advisor who will help you align your money with what matters most—I’d love to connect.
NAPFA Start Date
April 14, 2025