Donaven Yousif, Financial Advisor located in La Mesa, CA

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
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Focus Areas

  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Employee Stock Options
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS®

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

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

Team Members

  • Krissy Jones
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 03:30PM
Tue 09:00AM - 03:30PM
Wed 09:00AM - 03:30PM
Thu 09:00AM - 03:30PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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