California Life Insurance License
Contact detailsPhone: 714.494.6846
Branch Office: Orange, CA
Theresa Downey is a Registered Representative with Parsonex Securities, Inc. who specializes in investments and retirement plans for government employees, individuals and business owners. She has worked in the financial services industry since 1987 and has been securities licensed since May 1995. Theresa has extensive experience with both the county and city of Los Angeles’ Deferred Compensation and Retirement plans administered through Great West – Empower Retirement Services.
Theresa prides herself on understanding her client’s individual financial goals and objectives, while working together to implement a concise financial plan which helps her clients manage their assets and risk tolerance. She works with Parsonex Securities Inc. to provide her client’s access to the nation’s leading providers of investments and insurance products. Her business focus is on educating her clients while providing wealth management strategies, retirement planning and estate conservation. She can help you with your estate planning needs by assisting you with a Revocable Living Trust to ensure the smooth transition of assets to your beneficiaries.
Theresa is a widow, having recently lost her loving husband of 28 years, Steve, who was a retired Lieutenant with the Los Angeles County Sheriff’s Department after 34 years of service. She lives in Orange County with her daughter, Sarah, who is a senior at Chapman University in the fall. When she’s not helping clients plan for their retirement, she enjoys antiquing, boating, gardening, wine, Geocaching, and spending time with family and friends at Screaming Eagle Lodge, their restored 102-year-old cabin in Fawnskin, CA.