Bob Donaldson

Bob Donaldson Email and Phone Number

Wealth Management Guidance since 1977 @ Advisory Group West
GLENDALE, CA
Bob Donaldson's Location
Glendale, California, United States, United States
Bob Donaldson's Contact Details

Bob Donaldson personal email

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Bob Donaldson phone numbers

About Bob Donaldson

Financial security is a means to support an end. A quality life.Feeling the struggles of my father’s sacrifice and lifelong hard work, burned in me a desire to find answers to what habits lead to a better quality of life. It crushed me to hear him regret settling for survival simply for not knowing any better. I vowed to find clearer answers.Most agree life balance usually involves the 5 “F’s”. Family, Faith, Friends, Fitness, and Financial. Physical and financial fitness are the means to increase the emotionally satisfying quality of our possible relationships with family, faith, and friends. After all, what matters most is not where we are, but who we’re with, and the quality of those relationships.Each of those 5 F's consume time. And none can be delegated, except some of the financial work.Advisory Group West provides concierge financial advisory services that educate, plan and collaborate with your efforts to integrate smart financial choices. Highly effective people and families can be so busy with career enhancement, researching for ‘right’ investments, finding the ‘best’ insurance products, trying to coordinate investment plans with retirement income plans and employee benefits, and deal with estate issues, etc.. it’s easy to forget your original intention is to live a fulfilling life with the people you care about.You're not alone. You don't have to be 'super person' trying to undertake a new career like financial planning that can take a lifetime to master. This what we do. Day in, day out since 1977. We serve to heighten your awareness that each every effort you make, every asset you own, and every resource your direct can be integrated for a 'multiplier effect' on your progress.You'll discover that aligning choices with your priorities, should also incorporate meeting the unique terms and conditions that define a quality of life for you.Intelligent decision-making processes should have you operating proactively toward your quality life, not reacting to hunches, life's curve balls, or “black swan” events. That's what we do.Our most fulfilling reward is hearing clients tell us how they not only learned to organize, prioritize and optimize their assets, but most importantly, that they gained the most precious commodity, time. Quality time. To learn more.Call 818-241-9061 ext:114Or you may enjoy watching this free 10 minute video on How to Maximize Your Retirement Readiness.Click below.

Bob Donaldson's Current Company Details
Advisory Group West

Advisory Group West

View
Wealth Management Guidance since 1977
GLENDALE, CA
Employees:
2
Bob Donaldson Work Experience Details
  • Advisory Group West
    Ceo
    Advisory Group West Jan 2003 - Present
    330 N. Brand Blvd., Suite 910, Glendale, Ca 91203
    Clarity and focus are the building blocks for effective financial achievement. We delight in showing families how integrating your resources can deliver the kind of financial traction that can reduce stress and increase confidence your goals can be met, on your terms. Give us a call. We’d love to show you how.Mr. Donaldson is a Chartered Financial Consultant (ChFC) with the American College of Financial Services, Bryn Mawr, Pennsylvania.Bob's full bio here: https://advisorygroupwest.com/our-team/Bob Donaldson (CA Insurance Lic#0541081) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network, member www.finra.org/www.sipc.org, a Registered Investment Adviser. Financial planning services and fixed insurance products and services offered through Advisory Group West are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, LA, NE, NV, NY, TX, UT, WA.. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please see our terms of use here: **www.commonwealth.com/termsofuse.html**
  • Cigna Financial Advisors/Lincoln Financial Group(Sagemark)
    Chartered Financial Consultant
    Cigna Financial Advisors/Lincoln Financial Group(Sagemark) Oct 1990 - Dec 2003
    Glendale, California
    Comprehensive Wealth Management and Investment Management for successful executives, business owners and professionals.
  • Schrieber Securities, Inc.
    Sales Manager
    Schrieber Securities, Inc. Oct 1986 - Sep 1990
    West Los Angeles
    Sales manager of Oil and Gas Private Placements for accredited investors.
  • Pennsylvania Life
    Manager Of Life And Disability
    Pennsylvania Life Sep 1977 - Sep 1986
    Encino, California
    Managing agents working exclusively with small business owners on risk management such as loss of income from sickness or injury and the income needs of their survivors.

Bob Donaldson Skills

Asset Protection Tax Efficient Cash Flow Risk Managed Investments Estate Planning Expert Fluent Spanish Wealth Management Financial Advisory Insurance Retirement Life Insurance Investments

Bob Donaldson Education Details

Frequently Asked Questions about Bob Donaldson

What company does Bob Donaldson work for?

Bob Donaldson works for Advisory Group West

What is Bob Donaldson's role at the current company?

Bob Donaldson's current role is Wealth Management Guidance since 1977.

What is Bob Donaldson's email address?

Bob Donaldson's email address is ro****@****est.com

What is Bob Donaldson's direct phone number?

Bob Donaldson's direct phone number is (818)-241*****

What schools did Bob Donaldson attend?

Bob Donaldson attended California State University-Long Beach - College Of Business Administration, University Of Maryland, London, England, Toccoa Falls High School, Georgia.

What are some of Bob Donaldson's interests?

Bob Donaldson has interest in Poverty Alleviation, Education, See 3+see Less.

What skills is Bob Donaldson known for?

Bob Donaldson has skills like Asset Protection, Tax Efficient Cash Flow, Risk Managed Investments, Estate Planning Expert, Fluent Spanish, Wealth Management, Financial Advisory, Insurance, Retirement, Life Insurance, Investments.

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    New York City Metropolitan Area
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    3 +197275XXXXX

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