portrait of Donaven A Yousif
FINANCIAL ADVISOR

Donaven A Yousif

CEPA®, AAMS™
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Insurance & Annuities

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Baseball
  • Reading
  • Coaching Sports
  • Technology

Team Members

  • Krissy Jones
    Branch Office Administrator

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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 - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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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