Kate Donaldson, Cfp®

Kate Donaldson, Cfp® Email and Phone Number

Managing Director and Co-Founder at Doyenne Wealth Advisors @ Doyenne Wealth Advisors
Kate Donaldson, Cfp®'s Location
Greater Chicago Area, United States, United States
Kate Donaldson, Cfp®'s Contact Details

Kate Donaldson, Cfp® work email

Kate Donaldson, Cfp® personal email

n/a

Kate Donaldson, Cfp® phone numbers

About Kate Donaldson, Cfp®

Kate is Managing Director and Co-Founder of Doyenne Wealth Advisors LLC, launched in 2022. Doyenne combines financial intelligence with emotional intelligence, meaningful collaboration, and technology to "change the way of wealth" to help you care for and experience life fully.Kate is a CERTIFIED FINANCIAL PLANNER ™ practitioner and has over 20 years experience advising high net worth individuals and families throughout the United States.

Kate Donaldson, Cfp®'s Current Company Details
Doyenne Wealth Advisors

Doyenne Wealth Advisors

View
Managing Director and Co-Founder at Doyenne Wealth Advisors
Kate Donaldson, Cfp® Work Experience Details
  • Doyenne Wealth Advisors
    Managing Director & Co-Founder
    Doyenne Wealth Advisors Jan 2022 - Present
    Chicago, Us
    True fiduciary, non-discretionary wealth counsel for families and individualsCombining EQ and IQ to help wealthy families enjoy, share, and optimize their resources.
    View
  • The Economic Club Of Chicago
    Member
    The Economic Club Of Chicago May 2018 - Present
    Chicago, Illinois, Us
    View
  • Grant Park Orchestral Association
    Board Of Directors
    Grant Park Orchestral Association 2012 - Present
  • Brownson, Rehmus & Foxworth
    Principal & Financial Advisor
    Brownson, Rehmus & Foxworth Dec 2000 - Dec 2021
    Chicago, Il, Us
    View
  • Xpedior
    Resource Management & Project Administrator
    Xpedior 1999 - 2000
    Us
    eBusiness Solutions Company
    View
  • Communispond
    Faculty Liaison And Program Administrator
    Communispond 1998 - 1999
    Business and Communications Training Company
  • Civic Orchestra Of Chicago
    Violinist
    Civic Orchestra Of Chicago Sep 1995 - May 1998
  • Rockford Symphony Orchestra
    Violinist
    Rockford Symphony Orchestra Sep 1995 - May 1998
    Rockford, Il, Us
    View

Kate Donaldson, Cfp® Skills

Strategic Financial Planning Investments Retirement Planning Employee Benefits Tax Planning Estate Planning Financial Modeling

Kate Donaldson, Cfp® Education Details

  • University Of Michigan
    University Of Michigan
    Violin Performance
  • Northwestern University
    Northwestern University
    Violin Performance

Frequently Asked Questions about Kate Donaldson, Cfp®

What company does Kate Donaldson, Cfp® work for?

Kate Donaldson, Cfp® works for Doyenne Wealth Advisors

What is Kate Donaldson, Cfp®'s role at the current company?

Kate Donaldson, Cfp®'s current role is Managing Director and Co-Founder at Doyenne Wealth Advisors.

What is Kate Donaldson, Cfp®'s email address?

Kate Donaldson, Cfp®'s email address is kd****@****inc.com

What is Kate Donaldson, Cfp®'s direct phone number?

Kate Donaldson, Cfp®'s direct phone number is +131234*****

What schools did Kate Donaldson, Cfp® attend?

Kate Donaldson, Cfp® attended University Of Michigan, Northwestern University.

What are some of Kate Donaldson, Cfp®'s interests?

Kate Donaldson, Cfp® has interest in Most Importantly, Reading, Hiking, Music, Travel, Good Food, Spending Time With My Husband And Dog.

What skills is Kate Donaldson, Cfp® known for?

Kate Donaldson, Cfp® has skills like Strategic Financial Planning, Investments, Retirement Planning, Employee Benefits, Tax Planning, Estate Planning, Financial Modeling.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.