About Denise Downey
Firm
Bio
I've spent my entire career in finance. I learned the ropes at companies like J.P. Morgan Chase and Fidelity Investments. I worked on the trading floor of the Chicago Stock Exchange, managed back-office support teams, and served as a financial planner for high-net-worth individuals.
In 2016, I launched Financial Trex.
I love the flexibility of running my own firm. I serve a small group of clients. I can give the kind of advice people need to hear. And I no longer worry about pressure to sell products or maintain hundreds of clients.
I live with my husband and three children in Spokane, Washington. Spokane offers a great balance of the urban and outdoor lifestyles. If you can't find me in a coffee shop, you'll find me on the hiking trails.
Education and Designations
Bachelor’s in Finance from the University of Illinois Urbana-Champaign
Master of Business Administration in Finance from Washington State University
CFP®️
Specialties
Helping mid-career families with:
Retirement Planning
College Savings Strategies
Juggling Savings and Debt
Connect & Contact
Phone:
773-866-8739
Email:
denise@financialtrex.com
Website:
https://www.financialtrex.com/
Works with clients remotely.
Does not require account minimums.
Schedule a Meeting with Denise
The best way to schedule a meeting with Denise is to visit this calendar link.
This is a blog post written by Denise Downey about the importance of parental influence in teaching children about the uses and ways to manage money.