Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®
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Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® Email & Phone Number

Chartered Special Needs Consultant, Certified Divorce Financial Analyst and Certified Divorce Coach at HBKS® Wealth Advisors | Preserving family wealth and dignity throughout life changes. at HBKS Wealth Advisors
Location: Sewickley, Pennsylvania, United States 8 work roles 2 schools
2 work emails found @comcast.net 2 phones found area 717 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email d****@comcast.net
Direct phone (717) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
HBKS Wealth Advisors
Role
Chartered Special Needs Consultant, Certified Divorce Financial Analyst and Certified Divorce Coach at HBKS® Wealth Advisors | Preserving family wealth and dignity throughout life changes.
Location
Sewickley, Pennsylvania, United States
Company size
75 employees

Who is Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®? Overview

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Quick answer

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® is listed as Chartered Special Needs Consultant, Certified Divorce Financial Analyst and Certified Divorce Coach at HBKS® Wealth Advisors | Preserving family wealth and dignity throughout life changes. at HBKS Wealth Advisors, a with 75 employees, based in Sewickley, Pennsylvania, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 717, and a matched LinkedIn profile for Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®.

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® previously worked as Senior Financial Advisor at Hbks Wealth Advisors and Senior Financial Advisor, MBA, CDFA, CDC at Hbks Wealth Advisors. Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® holds Mba, Agricultural Business from Santa Clara University Leavey School Of Business.

Company email context

Email format at HBKS Wealth Advisors

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*@comcast.net
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AeroLeads found 2 current-domain work email signals for Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®. Compare company email patterns before reaching out.

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Profile bio

About Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®

Senior Financial Advisor, Chartered Special Needs Consultant, Certified Divorce Coach and Certified Divorce Financial Analyst with a history of working closely with clients to address their unique financial situations, aspirations and goals. My team and I provide comprehensive financial planning including wealth management and preservation, tax efficient portfolio planning, planned giving, insurance (Long-Term Care, Disability, and Life Insurance) and customized investment strategies. We are committed to multi-generational wealth and estate planning to help our clients and their families achieve their goals. HBKS also offers a range of solutions to help business owners meet their financial goals and responsibilities.Donna Kline, MBASenior Financial AdvisorChartered Special Needs Consultant®Certified Divorce Financial Analyst®Certified Divorce Coach®HBKS® Wealth Advisors200 Pinewood Lane #204Warrendale, PA 15086724.934.8200DKline@HBKSWealth.comhttp://www.hbkswealth.com/pdf/DKline.pdf

Listed skills include Investments, Financial Markets, Trading, Options, and 26 others.

Current workplace

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®'s current company

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HBKS Wealth Advisors
Hbks Wealth Advisors
Chartered Special Needs Consultant, Certified Divorce Financial Analyst and Certified Divorce Coach at HBKS® Wealth Advisors | Preserving family wealth and dignity throughout life changes.
erie, pennsylvania, united states
Website
hbkswealth.com
Employees
75
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Company profile
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8 roles

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor

Current
Hbks Wealth Advisors

Warrendale, Pennsylvania, United States

Apr 2023 - Present

Senior Financial Advisor, Mba, Cdfa, Cdc

Hbks Wealth Advisors

Greater Pittsburgh Area

Sep 2015 - Apr 2023

Host At The Pittsburgh Business Report

Dlk Industries

Pittsburgh, Pa

Apr 2010 - Nov 2013

Financial Services And Marketing Consultant

Dlk Industries
Mar 2009 - Nov 2013

Economics Editor

Bloomberg News

New York City

Television reporter.

Nov 1999 - Jan 2003

Commodities Broker

Fox Investments

Futures and options trader. Registered CTA and Account Representative. Series 3, 7 and 64.

Nov 1995 - Oct 1999

Commodities Broker

First American Discount Corporation

Top producing derivatives broker.

Nov 1992 - Nov 1996
Team & coworkers

Colleagues at HBKS Wealth Advisors

Other employees you can reach at hbkswealth.com. View company contacts for 75 employees →

GS Graham Stikelether Graham Stikelether Colleague at Hbks Wealth AdvisorsFort Pierce, Florida, United States View → KA Kevin Astry Kevin Astry Colleague at Hbks Wealth AdvisorsFredonia, New York, United States View → CB Cherish Bielanin Cherish Bielanin Colleague at Hbks Wealth AdvisorsErie, Pennsylvania, United States View → RL Rebekah Lacorte Rebekah Lacorte Colleague at Hbks Wealth AdvisorsPhiladelphia, Pennsylvania, United States View → JS Jared Sorce Jared Sorce Colleague at Hbks Wealth AdvisorsUnited States View → RM Richard Morrow, Cpa, Cfp Richard Morrow, Cpa, Cfp Colleague at Hbks Wealth AdvisorsUnited States View → SS Steve Swindler Steve Swindler Colleague at Hbks Wealth AdvisorsStuart, Florida, United States View → JH Joseph Hudeck Joseph Hudeck Colleague at Hbks Wealth AdvisorsPittsburgh, Pennsylvania, United States View → JL Jennifer Lee Jennifer Lee Colleague at Hbks Wealth AdvisorsErie, Pennsylvania, United States View → BC Bill Casey Bill Casey Colleague at Hbks Wealth AdvisorsPhiladelphia, Pennsylvania, United States View →
2 education records

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® education

FAQ

Frequently asked questions about Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®

Quick answers generated from the profile data available on this page.

What company does Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® work for?

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® works for HBKS Wealth Advisors.

What is Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®'s role at HBKS Wealth Advisors?

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® is listed as Chartered Special Needs Consultant, Certified Divorce Financial Analyst and Certified Divorce Coach at HBKS® Wealth Advisors | Preserving family wealth and dignity throughout life changes. at HBKS Wealth Advisors.

What is Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®'s email address?

AeroLeads has found 2 work email signals at @comcast.net for Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® at HBKS Wealth Advisors.

What is Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 717 for Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® at HBKS Wealth Advisors.

Where is Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® based?

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® is based in Sewickley, Pennsylvania, United States while working with HBKS Wealth Advisors.

What companies has Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® worked for?

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® has worked for Hbks Wealth Advisors, Wells Fargo Advisors, Dlk Industries, Bloomberg News, and Fox Investments.

Who are Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®'s colleagues at HBKS Wealth Advisors?

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®'s colleagues at HBKS Wealth Advisors include Graham Stikelether, Kevin Astry, Cherish Bielanin, Rebekah Lacorte, and Jared Sorce.

How can I contact Donna Kline, Mba, Cdfa®, Cdc®, Chsnc®?

You can use AeroLeads to view verified contact signals for Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® at HBKS Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® attend?

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® holds Mba, Agricultural Business from Santa Clara University Leavey School Of Business.

What skills is Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® known for?

Donna Kline, Mba, Cdfa®, Cdc®, Chsnc® is listed with skills including Investments, Financial Markets, Trading, Options, Commodity, Public Speaking, Mutual Funds, and Economics.

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