About Us

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Having over twelve years experience as a licensed financial planner and mortgage banker with twenty seven years overall in business management and sales I offer insight and experience into each clients choices and the effect on your overall financial plan. I work closely with your realtor, accountant, lawyer and other trusted advisors to assure that all your goals are considered when presenting options and making recommendations.

Whether you are self-employed or employed by a company, have young children or ones heading to college, need to reduce debt, are looking for money saving concepts or tax reduction strategies, curious about investment property or want to improve your retirement outlook by creative equity management my knowledge can help you in ways you may not have anticipated.

As a twelve year member of NAIFA (National Association of Investment and Financial Advisors) with a LUTCF designation. I maintain active Securities and Insurance Licenses. I am a long time ambassador and member of the Covina and Irwindale Chambers of Commerce, Past President and member of the Covina Breakfast Lions Club, member of the Covina Economic Development Council, Founder and Board member of The Covina Community Foundation, Vice- President of The San Gabriel Valley Alano Club, Vice President Citrus Estate Planning Council and member of The Pasadena Fiduciary Round Table. I love being married to my wife Maria and have five children.

I am an excited active member of my community, church and industry. I advocate for my clients by empowering them through education, good listening and being a passionate student of our ever changing economic world we all must live and prosper in. I can’t change the world for eveyone but I can change it for one person at a time. Go to Contact Us and I’ll call you back presonally for a private phone introduction.

At your service,

~ Don McCue