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Dorothy Lewis

Founder

Financial Insights

United States, Washington, Tacoma

About Me

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

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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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