About My Practice
Provides support in all phases of planning and managing your personal finances. Whether you need a strategy to accomplish a specific goal such as retirement or financing your children's education - or need an overall approach to improve the effectiveness of managing your finances, we can put the right plan in place.
Our services can be broken down into two broad categories:
- Financial Planning
- Program Implementation and Management
One of the most important advantages of our individualized approach to Financial Planning is flexibility. This enables us to work with clients with a wide range of financial situations, goals and objectives, and income.
Over 14 years of experience in the financial planning field. Prior to starting K.J. Donnelly & Co., Inc., I worked as a financial consultant with CIGNA.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance, Health/disability insurance, Fixed annuities: FL, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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