Denise Downey (CFP®, MBA)
Denise Downey focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
NAPFA Start Date
July 01, 2016