About My Practice
Don McDade and his associates are an experienced team of professionals who are dedicated to meeting the needs of their clients. Listed below are his areas of specialization:
- Comprehensive Financial Planning
- Investment Analysis and Management
- Life, Disability Income & Long Term Care Insurance
- Estate Creation and Preservation
- Pension Design and Administration
- Employee Benefit Consultation
- Business Succession Planning
Don provides these services on a totally confidential basis.
Don has worked in the financial services industry since 1986 with experience as a Million Dollar Round Table Producer, as well as a Manager. He is currently the Managing Advisor of Mosaic Consulting, an ensemble operation of 30 plus Private Wealth Advisors support staff with complimentary specializations that allow them to support a full spectrum of financial planning, estate planning and business planning needs for their growing clientele. Don attended Rochester Institute of Technology, Carnegie Mellon University, the University of Pittsburgh and the American College, where he earned a Masters of Science in Management. Don holds the Series 7, 24, 51, 63 and 65 FINRA registrations and is a member of the National Association of Insurance and Financial Advisors, Estate Planning Council, General Agents and Managers Association, Financial Planning Association and Society of Financial Service Professionals.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: PA, OH, NY, WV, FL, Health/disability insurance: PA, OH, NY, WV, FL, Fixed annuities: PA, OH, NY, WV, FL, Variable annuities: PA, OH, NY, WV, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CFS, LUTCF, CLU, AEP, CRPC
Lincoln Financial Advisors
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.