Devin Watts, CFP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Devin
Bio
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!
I Can Help You With
I Enjoy Working With
Personal Stuff
Outside of work, my wife, Hannah, and I love spending time outdoors with our kids. 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.
Education & Designations
Experience
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Frequently Asked Questions
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.