Donaven Yousif, Financial Advisor

FINANCIAL ADVISOR
Donaven A Yousif

CEPA®, AAMS®, CRPS™
9340 Fuerte Dr, Suite 300a, La Mesa, CA 91941opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Reading
  • Health & Nutrition
  • Technology
  • Baseball

Team Members

  • Krissy Jones
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(619) 463-0024

Fax

(888) 765-5764

Office Address

9340 Fuerte Dr
Suite 300a
La Mesa, CA 91941opens in a new window

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