Donalee Gonzales, CFP® is a President and Founder at Mountain View Financial based in Flower Mound, Texas, United States, North America. At Mountain View Financial we understand the financial world can be overwhelming when balancing all the other complexities of life. We assist our clients in navigating and addressing their financial goals. In short, we become a team. Investing and planning for retirement is our niche. Our mission, more specifically, is to help individuals, families and small businesses. That is our passion. To us, there is nothing more rewarding than helping our clients navigate life events and celebrate achievements. In the small business space, we seek to manage company retirement plans and provide education to employees. If a plan isn't in place, we assist with the initiation and tailoring of a retirement plan that best fits the company's needs. As the plan's advisor, we provide financial education and strive to be the resource employees need. Let's connect! Donalee Gonzales is a Registered Representative with, and securities, advisory services and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. www.finra.org www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current Position: President and Founder
Company: Mountain View Financial
Location: Flower Mound, Texas, United States, North America
Social: Professional profiles available
Network: Extensive professional connections