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Theresa Downey, Parsonex financial professional
Financial Professional

Theresa Downey

Orange, CA

Theresa Downey is a registered representative with Parsonex Securities whose career in financial services dates to 1987, with a focus on investment and retirement planning for government employees, individuals, and business owners. She has particular experience with the Deferred Compensation and retirement plans administered for the county and city of Los Angeles, and works closely with clients to align investments with their goals and risk tolerance, with an emphasis on education. She can also help clients arrange a living trust through Parsonex's relationship with a law firm. Theresa lives in Orange County; her late husband, Steve, served 34 years with the Los Angeles County Sheriff's Department.

Licenses & registrations
  • Life insurance
  • Health insurance
  • Series 6
  • Series 63

California Life Insurance License #0A75175

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