By "the future" we mean retirement. After all, every financial decision you make leading up to retirement, will effect what that retirement picture looks like. Are you a newly minted graduate? Merging finances with your new spouse? Starting a family? Want to save for a child’s college education? Looking at retirement? Or have you already set sail and left the working world behind? Planning and inv
esting is essential in any stage of life. At Mountain View Financial, we work side by side with our clients to make sure you understand the options and start planning for your future. Investment Strategy:
A sound investment strategy is a key element in working toward financial success. A goal is set and a roadmap is built. At Mountain View Financial we focus on liquid, long-term investments that can provide a growing stream of income. Income is reinvested until retirement to maximize the potential compounding effect. The analysis used to select such investments is tailored to the client’s specific goals and objectives and will be continually monitored. There is no one-size-fits-all in investing. About Me:
Donalee Gonzales, CFP®
LPL Branch Manager
Donalee is the founder and LPL Branch Manager of Mountain View Financial. After graduating from the University of California Davis, she began her financial services career at a firm in downtown San Diego. After operating from La Jolla and La Mesa, she has since moved back to her home turf of Alpine. Early on, Donalee discovered this chosen career was a way to channel her passion for planning and investing. She set out to make it official, becoming a CERTIFIED FINANCIAL PLANNER™ in 2013. Mountain View Financial was launched in 2014. Donalee was raised in San Diego, the oldest of four, to hardworking blue-collar parents. Growing up their work ethic was not lost on her. Planning and saving for the future, while not always easy, was imperative. Those early childhood lessons have shaped her into the planner she is today. Coupled with comprehensive investment strategies, Donalee built her business helping individuals, young families and small business owners plan and invest for the future. Donalee strives to provide advice, education and investment management in a manner that makes it accessible and affordable. Donalee is a Director for Alpine Education Foundation in Alpine, CA. She enjoys cooking, the outdoors and participating in her children’s numerous activities. Donalee is married and lives in East County San Diego, California with her husband and their two daughters. Disclosures:
Donalee Gonzales is a registered representative with, and securities and Advisory Services offered through LPL Financial a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org
www.sipc.org
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