Meet Your Advisor

Picure of Tess Downing, MBA, CFP®

Tess Downing, MBA, CFP®

Founder, Lead Financial Advisor

Tess Downing, MBA, CFP® is the founder and lead financial advisor of Complete View Financial LLC in San Antonio, TX. She has worked with individuals and families from all different backgrounds such as high-commissioned sales professionals, retirees, and young professionals for more than a decade. Her passion for helping people make better money decisions is what led her to found Complete View Financial LLC.

Tess earned her Master of Business Administration degree from Texas Tech University. She also graduated magna cum laude with her Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, she worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast.

Tess is married to a salesman, throughout the last 13+ years she has learned many lessons that she is now able to pass on to her sales professional clients. Sales professionals must understand and maximize benefits from uncertain cash flows, sales incentives and changing compensation plans. Each month can bring a windfall of opportunity or personal financial stress if you are not planning properly. Tess aims to make the monthly ups and downs of commissions and sales incentives stress-free.

Complete View Financial San Antonio Texas

INDUSTRY LEADER

Tess was named to the Investment News list of “40 Under 40” which features the brightest up-and-coming professionals within the financial advice industry. She has been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. Tess has spoken at a number of industry events and is frequently quoted in the financial and mainstream media.

FEATURED IN
Complete View Financial San Antonio Texas
Complete View Financial San Antonio Texas


HER STORY

When she is not working with clients, Tess is with her family, her husband and two young daughters. Tess and her husband have their hands full and typically have busy weekends with swim parties, ballet, family visits and movie nights.

They love to travel and are now hoping to pass on that passion to their children. When she does manage to escape for a night, Tess enjoys trying the best new restaurants which then necessitates her being a body pump fanatic at her local gym.

Image for Her Story

WHY HAVE A FINANCIAL ADVISOR

AS YOUR TRUSTED PARTNER

Stay Organized

Have a plan and stick to it.

Partner With CERTIFIED FINANCIAL PLANNER™ Professional

We have met education, experience and ethical standards, and have made a commitment to CFP Board.

Meet Goals

Savings and spending made clear.

Plan Properly

Protect yourself. Protect your family.

More Time for You

Life is busy. Work with a financial advisor that puts you on the right track and provides peace of mind.

Invest Wisely

Build a solid portfolio for growth.

Complete View Financial

LET'S DEVELOP YOUR FINANCIAL ROADMAP

 SCHEDULE A CALL

or fill out our form to talk about your financial needs.

Logo for Investment News
Logo for CFP
Logo for XY Planning Network
Logo for NAPFA
Logo for Fee Only
Logo for NAWBO
Logo for San Antonio Estate Planners Council