Joe Dowdall
CFP®, RICP®, CRPC®, CCFC®, MBA
Financial Planner
Joe Dowdall has spent over 20 years helping individuals and families navigate retirement with clarity and confidence. As a fee-only CERTIFIED FINANCIAL PLANNER® professional, he believes retirement planning should feel personal and approachable, not overwhelming.
Joe’s approach is straightforward: he helps clients make informed decisions about taxes, Social Security, Medicare, and retirement income—without the jargon. Drawing on his experience as a former school teacher, he excels at breaking down complex financial topics into concepts that are easy to understand.
He works with a select group of clients who value honest answers and personalized plans over one-size-fits-all advice or sales pressure. Joe focuses on real conversations that lead to meaningful retirement solutions tailored to each individual’s goals.
When he’s not helping families plan for retirement, Joe enjoys exploring national parks and planning family adventures with his wife, Leila, and their two daughters in Frisco.
Joe earned his B.A. in Education from the State University of New York and an MBA in Finance from Saint Joseph’s University. In addition to being a CFP® professional, he holds the Retirement Income Certified Professional® (RICP®), Chartered Retirement Planning Counselor℠ (CRPC®), and Certified College Financial Consultant (CCFC) designations.
Ph: (469) 423-1989
joe@worthassetmgmt.com
As a retired couple, my husband and I are pleased with Worth Asset Management’s handling of our account. We are constantly kept updated on all activity and meet at least twice a year for full reviews. Everyone at Worth Asset Management’s office is professional and friendly. My husband and I will be with them for many more years.
A Trusted Partner for Our Retirement Years
Keep doing what you are doing! Communication is key and I am most happy to say I found the right firm to assist me with my financial planning.
The Right Firm, the Right Communication
The firm is very professional, has very high integrity and really seems to care about what is best for the client.
A Firm That Truly Puts Clients First
I trust them to take care of my finances and I truly believe they care about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
We appreciate the weekly updates on what is going on with our investment. Being up front with all business matters that affect us. Always open to questions and our thoughts.
Ron f.
Transparency you can actually feel
Jim is knowledgeable, friendly and easy to talk to. He understands my financial goals and helps me work towards them. He takes the time to explain things so I understand. I am happy I've made the switch to Worth. Wish I had found Jim and Worth sooner.
i am so Happy I've made the switch to worth
Donna P.
Philip is delightful, helpful and takes his time understanding and explaining. Very grateful after using many different advisors to find Philip.
Helpful, Patient, and Truly Invested in You
Phil is interested in all aspects of our life and he gets involved and interested in my business. He's been the best advisor I have ever had! Just a great experience and Phil reaches out to us consistently.
stu s.
Trusted with business. invested in life.
His ability to invest in products that earn growth in my IRA. Phillip is very down to earth, friendly, explains everything in detail, and is very responsive. I enjoy working with Phillip and I trust his judgment.
Ilene V.
Smart strategy. Zero intimidation.
