Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2201181
Active Dates
Nov 1, 2024 – Nov 1, 2026
About Edward Downey
Ed Downey
President of Downey Financial Group, Inc.| Certified Financial Fiduciary | Lead Financial Advisor
Ed is passionate about helping people worry less about money through well-thought-out financial strategies for retirement.
Growing up, Ed was first introduced to financial services by his father, Ed Sr., an estate planning attorney, and his uncle Marty, a CPA. Both men helped individuals and families with their tax and estate planning needs. They influenced the financial principles Ed follows today as he helps clients navigate their retirement planning needs. In 2002, Ed opened his own firm, where he focuses on assisting clients to gain clarity about their financial situation before making a clear plan of action to get them where they need to be. For more than 30 years, he has specialized in helping clients enjoy a safe and secure retirement through conservative strategies that make sense for their individual situations.
“Not losing money is just as important as making money,” says Ed. “And paying too much in taxes is just another way to lose money”.
Ed is the author of the book “Retirement Blueprint: The first steps to building a better lifestyle in retirement,” which aims to help retirees and those nearing retirement build their own “financial house” and get their finances nailed down. He has also been a regular guest on AM 560 “The Answer” in Chicago. As a financial professional, Ed can offer investment and insurance products and services. He holds health and life insurance licenses in several states. He also is the owner and primary investment advisor of DFG Wealth Management, LLC, and a Certified Financial Fiduciary® CFF.
He has lived in Chicagoland his entire life originally from the South Side (Beverly) and has resided in the western suburbs for over 25 years. Away from the office, Ed enjoys spending time with his wife, Shannon, and their children, Eamon, Michaela and Brianna, and is actively involved in all of their extracurricular activities. He also is an avid boater.
Areas of Specialization
Retirement Planning
Tax Planning
Estate Planning
Investing
Social Security
Financial Planning
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