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Michael Kevin Donohue
Gestore di Portafoglio-Azioni presso D.B. Wealth Management Group LLC
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
Società | Posizione | Inizio |
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D.B. Wealth Management Group LLC
![]() D.B. Wealth Management Group LLC Investment ManagersFinance D.B. Wealth Management Group LLC (DB Wealth) is an independent, SEC-registered investment advisor headquartered in San Diego, California. DB Wealth provides discretionary and non-discretionary investment advice and management supervisory services to individual and institutional clients. | Gestore di Portafoglio-Azioni | 01/10/1998 |
Formazione di Michael Kevin Donohue
The California State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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D.B. Wealth Management Group LLC
![]() D.B. Wealth Management Group LLC Investment ManagersFinance D.B. Wealth Management Group LLC (DB Wealth) is an independent, SEC-registered investment advisor headquartered in San Diego, California. DB Wealth provides discretionary and non-discretionary investment advice and management supervisory services to individual and institutional clients. | Finance |
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