Michael Kevin Donohue
Gestionnaire de Portefeuille-Actions chez D.B. Wealth Management Group LLC
Profil
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.
Postes actifs de Michael Kevin Donohue
Sociétés | Poste | Début |
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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. | Gestionnaire de Portefeuille-Actions | 01/10/1998 |
Formation de Michael Kevin Donohue
The California State University | Undergraduate Degree |
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Entreprise privées | 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 |