Tess Downing, CFP®, MBA Complete View Financial LLC

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About Tess Downing, CFP®, MBA

Hello, I’m Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving retirees, young professionals, and professionals & executives.

Complete View Financial combines top-level experience with industry-leading technology to guide you throughout the complicated journey of finance. By partnering with us, your financial roadmap becomes clear and the stress of wondering if you are making the right decisions will fade away.

Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them.

I have worked with individuals and families from all different backgrounds for well over a decade. My passion for helping people make better money decisions is what lead me to found Complete View Financial LLC.

I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors.

I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast.

On a personal note, when I am not working with clients, I am with my family, my husband and two daughters (3 year old and a 1 year old). We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

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Ideal Clients

  • Gen Y/Millennials
  • Retirement Planning
  • Women Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo
  • Quarterly Fee: $900+/qtr
  • AUM: 1.0%

SEC Records

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