Meet The Team
Cathy Downs, RFC, CLTC, CSA, LTCP
Cathy is a Registered Financial Consultant and Financial Advocate serving clients in fee-based Estate, Business Transfer, Retirement, and Employee Benefit Planning.
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Pasadena Office —
3858 E Colorado Blvd, Unit 200
Pasadena, CA 91107
(626) 795-7210
CA Insurance License # 0B37879
Nancy Martinez, RICP
Client Services Director
Nancy is a Retirement Income Certified Professional and Financial Advocate. Assisting Clients with their needs from the moment they sit with Cathy to ensure they are on a solid foundation.
Pasadena Office —
3858 E Colorado Blvd, Unit 200
Pasadena, CA 91107
(626) 795-7210
CA Insurance License # 0J09278