Michael Kevin Donohue

Directeur Général chez D.B. Wealth Management Group LLC

Profil

Mr. Michael K.
Donohue is a Managing Principal at D.B. Wealth Management Group LLC.
He helps individuals and families seek to successfully plan for and manage all areas of their financial lives.
This includes the all-important exit strategy that is vital for transitioning savings and investments to providing income in retirement, or when becoming financially independent.
With more than 30 years of financial planning experience, Mr. Donohue works to provide clients with a comprehensive, integrated financial plan that coordinates all critical areas of their wealth, applying his knowledge of IRA distribution and retirement income planning, investments, estate and gift planning, and tax and life insurance planning.
Mr. Donohue has previously served as Chairman of the Board for the San Diego chapter of the Financial Planning Association (FPA®), as President of the San Diego chapter of the Institute for Certified Financial Planners (ICFP), and was instrumental in overseeing the successful transition into the FPA. Mr. Donohue presently serves on the advisory board for Ed Slott's Elite IRA Advisor Group?, an exclusive group of IRA specialists from around the country selected for their dedication to expanding their knowledge and expertise in the complexities of IRA planning.
He earned his Bachelor's degree in Business Administration with an emphasis in Finance and Economics in 1985.
He is a Certified Financial Planner Professional (CFP®), and holds the Series 7, 63,and 24 registrations with LPL Financial and is licensed through the California Department of Insurance.

Postes actifs de Michael Kevin Donohue

Sociétés	Poste	Début
D.B. Wealth Management Group LLC	Directeur Général	01/01/2012