Devin Watts, CFP®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Devin
Biografía
Hi, I'm Devin! My journey into financial planning began with a college personal finance class that sparked my passion for helping others take charge of their financial futures. I find GREAT JOY in providing clients with an actionable plan, so they can move forward confidently with their finances . A career highlight has been working with physicians and training physicians (residents) to build a strong financial foundation. Clients often express gratitude for the guidance and look forward to our meetings. Whether navigating career changes, growing your family, or preparing for retirement, I simplify complex financial concepts into clear steps. I know personal finances can be overwhelming, but my goal is to create a welcoming space where you feel empowered and confident. I look forward to helping you align your financial goals with your values and what matters most!
Puedo ayudarte con
Me gusta trabajar con
Lo personal
I love spending time with my wife and kids, preferably outside. I enjoy triathlon activities: swimming, cycling, and running. I also enjoy golfing, occasionally. We call Clovis, CA home and cherish our community of friends and family.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Financial Planning
- Retirement Planning
- Tax Planning
- Roth Conversions
- Investment Strategies
- Portfolio Reviews
- Estate Planning
- Insurance
- Budgeting And Savings
- Debt Management
- Student Loans
- ETFs
- Knowledgeable
- Patient
- Helpful
- Kind
- Professional
- Friendly
- Compassionate
- Attentive
- Thorough
- Clear
- Practical
- Responsive
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More gentle reassurance and attention to details
I recently completed my second one-hour session with Devin --AFTER also working on THE PLAN with him over one year ago. I appreciate his perspective. I learned that things I thought I made mistakes with --- I didn't. AND--things I thought I handled correctly, I actually missed something. I needed some reassurance about current events that were scaring me. I appreciate the support from Devin while I am still learning and growing my financial knowledge and confidence. We touched on so many topics in this one-hour session! I appreciate the meeting summary notes to keep me on track with my action items. Thank you again!
Devin was very focused, effective, extremely he...
Devin was very focused, effective, extremely helpful and pleasantly kind. I felt very supported and left our meeting with the information and guidance I needed. I am glad I made the decision to meet with him and would return again in the future.
Devin - The consummate professional
Devin is a consummate professional. Extremely knowledgeable with insightful and specific observations and recommendations. Very highly recommend.
Thank you, Ernesto!
Thanks Ernesto. It was great working with you, and I'm glad to have helped you and your family plan for the exciting life transition. Talk with you soon!
A good check in
We were interested in checking in with an advisor to see the health of our finances and answer some specific questions. Devin was very good at listening to the questions and details of our finances. He gave good actionable advice with a detailed follow up email as well. Would recommend Devin for your financial check up!
Thank you, Christine!
Thank you for the review, Christine. I really appreciate it. I enjoyed our meeting and I look forward to helping you guys in the future when something else comes up.
He was excellent
He was excellent
Excellent Financial Planner
I was very impressed with Devin and felt like he addressed all of our questions and concerns. I would highly recommend him.
Thank you, Ryan!
Ryan, thank you so much for booking a meeting with me! I enjoyed our conversation and I'm glad I was able to help.
Second meeting with Devin
This was my second time meeting with Devin. It is evident that he is not only offers financial expertise but understands the impact on families of financial decisions. As with our prior meeting, we discussed the Roth IRA, performance of my investment accounts, general estate planning goals (in particular the process of making equitable distributions to my children), and the possibility of contracting with Nectarine for a second opinion on the complex investments used by other family members. I'd recommend Devin for any financial advice, and found it to be a relaxed, pleasant experience.
Thank you, John!
Thank you so much for booking a call with me, John. I'm honored to have helped you. Keep up the great work of being intentional with your finances and legacy goals/conversations.
Devin was so helpful, helping us to organize ou...
Devin was so helpful, helping us to organize our thoughts around a whole range of topics, even though we weren't particularly well organized ourselves. We came away with a good list of next steps for everything.
Knowledgeable, Constructive, and Reassuring
I had an excellent 1-hour session with Devin, and I highly recommend his services. I came into the meeting with one primary goal, and we thoroughly examined the topic. Devin’s knowledge in this specific area gave me the exact assurance and clarity I needed to confidently execute the plan I had developed. Beyond our main focus, we also reviewed other areas of my financial plan. Devin provided valuable feedback and gently pushed back on a few specific points that required more consideration—insight I am very grateful for. Overall, I was thoroughly happy with Devin’s expertise, professional demeanor, and helpfulness.
Jonathan, thank you!
Thank you so much for booking a call with me, Jonathan. I'm glad I was able to help.
Devin Watts Review
Excellent listener; pointed questions.
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.