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 for nearly two decades. 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 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. The most recent industry events this year include: speaking at Insider’s Forum 2022, XYPNLive, and DFA Investor Symposium.
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 Tess does manage to escape for a night, she enjoys trying the best new restaurants which then necessitates her being a body pump fanatic at her local gym.
Tess’ true passion comes to life when she helps individuals and couples make a successful transition into their ideal retirement lifestyle. She is committed to helping her clients live better, retire confidently, and build a legacy they can be proud of.
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