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Theresa Downey

Theresa Downey

Orange, CA

Theresa Downey, a seasoned Registered Representative affiliated with Parsonex Securities, Inc., boasts a remarkable career dedicated to investment and retirement planning, catering to a diverse clientele ranging from government employees to individuals and business proprietors. With a financial services tenure dating back to 1987, Theresa earned her securities license in May 1995, solidifying her expertise in the field.

Her prowess is particularly pronounced when it comes to navigating the intricacies of the Deferred Compensation and Retirement plans administered by Great West – Empower Retirement Services for both the county and city of Los Angeles.

Theresa distinguishes herself by her unwavering commitment to comprehending her clients' unique financial aspirations. She collaboratively develops and executes precise financial plans, aiding clients in managing their assets and aligning their investments with their risk tolerance. Leveraging her association with Parsonex Securities Inc., she provides her clients access to industry-leading investment and insurance products, placing a strong emphasis on education. Her strategic focus encompasses wealth management, retirement planning, and estate preservation. Theresa is also well-versed in assisting clients with estate planning needs, offering guidance in establishing a Revocable Living Trust to ensure the seamless transition of assets to designated beneficiaries.

In her personal life, Theresa carries the title of a widow, having lost her beloved husband, Steve, in 2018. Steve, a retired Lieutenant with the Los Angeles County Sheriff's Department, dedicated an impressive 34 years to service. Theresa resides in Orange County alongside their daughter, Sarah, who is diligently pursuing her PhD at Chapman University.

When she isn't dedicated to helping clients forge their retirement paths, Theresa immerses herself in an array of interests. These include antiquing, boating, gardening, savoring fine wines, indulging in the thrill of Geocaching, and cherishing quality moments with her cherished circle of family and friends. Their haven is the Screaming Eagle Lodge, a meticulously restored 107-year-old cabin nestled in the serene landscapes of Fawnskin, California.

This financial professional holds the following licenses: Life insurance
Health insurance
Series 6
Series 63

California Life Insurance License

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