Donovan has been a financial advisor since 1991. He obtained the Certified Financial Planner™ certification from the College of Financial Planning in 2012. He also holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning. CRPC conferred by College for Financial Planning.
The CFP® mark, or CERTIFIED FINANCIAL PLANNER™ certification identifies those individuals who have successfully completed financial planning coursework and have passed the CFP® Certification Examination.
The Chartered Retirement Planning counselor or CRPC® designation is one of the nation's premier retirement planning credential and covers various aspects of the retirement process.
Securities Licenses held with LPL Financial: Series 6, 7 , 63, 66
Donovan works with both individuals and business owners in developing asset accumulation and wealth management strategies, as well as helping clients with retirement income planning. He also helps clients with insurance planning, Medicare Planning and Social Security claiming strategies.
Donovan, his wife Heather, and their four sons, enjoy spending time in the outdoors mountain biking, rock climbing, skiing, hunting and backpacking.