Dorothy Lewis, MA, CFP®
Founder
Since founding Financial Insights in 1981, her dedication to developing deep and long-term client relationships with clients has become standard practice. Dorothy’s passion has helped clients realize and implement their dreams.
As a CFP®, Dorothy has extensive experience as a wealth manager both regionally and nationally. Her proficiency in personal finance and insightfulness in developing innovative financial strategies have helped clients successfully manage major life changes, including a focus on retirement planning including maximizing Social Security and Medicare planning. She analyzes how the global picture will impact her clients and utilizes her research, travels and unique personal background to provide organized and in-depth solutions.
Her teaching experience has helped her effectively communicate and simplify complex concepts. A former high school teacher and college educator, Dorothy takes a realistic and disciplined approach, sharing with clients what they may already know, what they may not have thought of, or what they may not want to hear.
Dorothy is a strong advocate for women and children, education, combating hunger and world development. An active participant and sponsor of charitable events, many of her travels have been devoted to global causes, such as immunizing children in Ethiopia and funding clean water endeavors in Africa. In 2000, Dorothy took a year-long sabbatical to bicycle around the world with the Odyssey 2000 group raising money for the Emergency Food Network. She also has served on numerous boards for nonprofit organizations.
How Dorothy defines being
Client Focused:
Each person is unique with their own individual goals, experiences, concerns and dreams. I believe it is imperative to have a thorough understanding of a client’s situation to deliver the best possible plan for achieving their goals. The client’s interests must always come first. We believe in the importance of establishing a mutual relationship built on trust, communication, and knowledge.
Education
- BA University of Puget Sound
- MA University of Washington
- Certified Financial Planner™ Designation
Professional/Community
- Financial Planning Association of Puget Sound
- Certified Financial Planner Board of Standards, Inc.
- Rotary #8
- Tacoma Community College Board Member, Past President
When Not Working
- Hiking, Walking & Working out
- Cooking & Hosting dinner parties
- Reading / Current events
- Traveling & Learning about other cultures
- Learning new things