Happy Thanksgiving: Practicing Gratitude
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC
After the dramatic events of the last couple years, it would be all too easy to only focus only on the bad…
But I always tell my daughters that every event only has two possible outcomes: success or learning. There are no failures! So this Thanksgiving, we at Worth Asset Management are choosing to cultivate a heart of gratitude, acknowledge the lessons learned along the way, and we look forward to learning more in the future.
Watch this quick video to hear more about what we’re thankful for.
Joe Dowdall is a CERTIFIED FINANCIAL PLANNER™ at Worth Asset Management, a financial services company in Dallas, TX, that provides a wide range of wealth management services. With over 15 years in the financial services industry, Joe is a fiduciary who creates customized financial plans for people nearing or in retirement—to help them build and safeguard their wealth through all life stages. He desires to offer clients the best financial planning experience while developing a friendship based on mutual respect. Joe’s philosophy as a financial planner is rooted in his experience as a teacher, where he learned the importance of explaining complicated concepts in understandable terms. He’s passionate about working with a select group of clients to help them achieve their financial goals with confidence and clarity.
Joe has an education degree from the State University of New York and an MBA in finance from Saint Joseph’s University. In addition, he has obtained the CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Chartered Retirement Planning Counselor℠, and Certified College Financial Consultant (CCFC) designations. Joe resides in Frisco, TX, with his wife, Leila, and their two daughters. During his free time, he enjoys traveling with family, exercising, and hiking the national parks. To learn more about Joe, connect with him on LinkedIn.