As a CERTIFIED FINANCIAL PLANNER™ professional, Donny acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.
CA Insurance License # 4099872
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.