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2016-02-11T00:00:00.000Z

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Wrong Michael Donohue?

Mr. Michael Donohue K.

Registered Principal

LPL Financial Services

HQ Phone: (617) 897-4267

Email: m***@***.com

LPL Financial Services

75 State Street 22Nd Floor

Boston, Massachusetts 02109

United States

Company Description

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance ... more

Find other employees at this company (10,595)

Background Information

Employment History

Principal

DB Wealth Management Group, LLC

Affiliations

Advisory Board Member
Ed Slott and Company LLC

Registered Investment Advisor
State of California

Education

Bachelor's Degree
Business Administration with an emphasis in finance and economics

Web References (11 Total References)


Michael K. Donohue, CFP®, ...

www.donohuewealthmanagement.com [cached]

Michael K. Donohue, CFP®, is the principal of Donohue Wealth Management, a Registered Investment Advisor with the State of California.He has over 20 years experience in comprehensive financial planning; IRA distribution and retirement income planning; investment advisory; estate and gift planning; tax planning and life insurance planning.Michael is a Registered Principal with LPL Financial in San Diego.

Michael is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), a Certified Fund Specialist (CFS), and a Chartered Federal Employee Benefits Consultant (ChFEBC).He earned his Bachelor's Degree in Business Administration with an emphasis in finance and economics in 1985.
In the year 2000, Michael served as Chairman of the Board for the San Diego chapter of the Financial Planning Association (FPA).He has served as President of the San Diego chapter of the Institute for Certified Financial Planners (ICFP) and was a key member of that board overseeing the successful transition into the FPA.
Michael is a former Instructor of Adult Education at both Southwestern Community College and United States International University (USIU), now known as Alliant University.His comprehensive financial planning course affirmed the need for investment, tax, retirement and estate planning, the very essence of what his practice emphasizes for his wealth management clients today.
Michael is a member of Ed Slott's Elite IRA Advisor Group, an exclusive, invitation-only group of IRA specialists from around the country selected for their dedication to expanding their knowledge and expertise in the area of IRA distribution planning.
Michael has been named a FIVE STAR: Best in Client Satisfaction Wealth Manager for 2007 and 2008 by San Diego Magazine.The Los Angeles Times has recognized Michael's professional achievements as well as his reputation by selecting him for the Money Make-Over segments.In addition, Michael has appeared on KMFB Channel 8 discussing election outcomes, income tax and estate tax overhaul, and how those issues may impact the financial markets and personal financial planning.The San Diego Union-Tribune has frequently quoted Michael in many personal finance related articles and he was instrumental in the Union-Tribune's development of "Right On The Money," a personal money management conference attended by thousands of its readers.


Michael K. Donohue, CFP ...

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Michael K. Donohue, CFP 9/6/2011

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Michael Donohue first interview, Trustee seminar and the pilot.


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Michael Donohue

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Michael Donohue Donohue Wealth Management


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Michael Donohue

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Michael Donohue Donohue Wealth Management


Michael K. Donohue, CFP®, is ...

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Michael K. Donohue, CFP®, is the principal of Donohue Wealth

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