Ep #247: Leveraging Technology and Broker-Dealer Experience - The Career of Cliff Downie

Cliff Downie is the owner of Downie Financial Group, a fee-only firm in Orange County, California. Cliff has spent his career in this industry, going from Merrill Lynch to an independent big broker-dealer, and then ultimately becoming the owner of his own RIA. He joins the show today to discuss his unique perspective on running a firm that serves over 100 clients while still maintaining valuable time to spend with his wife and family.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/247