Since founding Financial Insights in 1981, her dedication to developing deep and long-term client relationships with clients has become standard practice. Dorothy’s passion has helped clients realize and implement their dreams. As a CFP®, Dorothy has extensive experience as a wealth manager both regionally and nationally. Her proficiency in personal finance and insightfulness in developing innovative financial strategies have helped clients successfully manage major life changes, including a focus on retirement planning including maximizing Social Security and Medicare planning. She analyzes how the global picture will impact her clients and utilizes her research, travels and unique perso
Dorothy Lewis
Founder
Financial Insights
United States, Washington, Tacoma
About Me
Profile Information
Founder
Financial Insights
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Tacoma
Washington
United States
Aug 12, 2024
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