5 /5 Deanne De Vries: After a long search for a trusted financial advisor, I met Lisa Chacon and it was an immediate click. She listened. She asked questions and listened some more to understand not just the financial advice I needed but about my character – how I viewed money, retirement, investing.
It is a joy – and a relief – to have a financial advisor that puts the client and their preferences first. Regardless of the size of one’s investment. No seven figures (yet!). We talk as often as I need and the conversations always start with how I am doing. I am not just “the client”, I am a friend.
As someone who has worked in multiple countries, CDD has supported me wherever I lived and as my stages in life have changed over the years. Their investment strategy is sound, well-grounded and I enjoy the regular updates they send explaining their thought process and insights on the global economy.
I have and continue to recommend them to multiple friends and colleagues.