Michael Kevin Donohue

Michael Kevin Donohue

Gestore di Portafoglio-Azioni presso D.B. Wealth Management Group LLC

Finance
Consumer Services

Profilo

Mr. Michael K.
Donohue is a Principal at D.B.
Wealth Management Group LLC.
He takes pride in helping 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, he works to provide clients with a comprehensive, integrated financial plan that coordinates all critical areas of their wealth, always applying his extensive knowledge of IRA distribution and retirement income planning, investments, estate and gift planning, and tax and life insurance planning.
He earned his bachelor's degree in business administration with an emphasis in finance and economics in 1985.

Posizioni attive di Michael Kevin Donohue

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/10/1998
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Formazione di Michael Kevin Donohue

The California State University Undergraduate Degree

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Aziende private

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