Michael K. Donohue, Cfp® Email and Phone Number
What’s your vision of retirement? Do you have confidence in knowing that you’re financially prepared and living life to its fullest? Or, are you spending your time worrying about outliving your money? For more than 30 years, we have been enhancing clients’ lives by combining broad and deep technical financial experience with the ability and desire to understand what matters most to every client. DB Wealth Management Group’s clients have unique individual circumstances and they rely upon us to analyze and develop personalized strategies. By providing advice and insight regarding financial alternatives and educating with clear explanations of relevant concepts we strive to transform financial visions into reality.We believe comprehensive wealth management isn’t found in any one product or technique but through a thoughtfully designed game-plan centered around the personal vision of each client. We look forward to exploring how DB Wealth Management Group can strive to help create and preserve your wealth so your vision can become your reality.Accomplishments: 2022 and 2024 Best-in-State Wealth Advisor* by ForbesFIVE STAR* Wealth Manager by San Diego Magazine from 2012 to 2024Areas of concentration: Integrating investment, tax, personal risk management, retirement income and estate planning strategies.D.B. Wealth Management Group and LPL Financial do not provide legal advice or tax services.* The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2024 Five Star Wealth Managers. This award is not indicative of the success or performance of any future investment advice provided by the recipient.
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Principal OwnerDb Wealth Management GroupSan Diego, Ca, Us -
Advisory Board MemberEd Slott Master Elite Ira Jan 2007 - Present
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Principal OwnerDb Wealth Management Group Oct 1998 - PresentSan Diego, CaDB Wealth Management Group, a SEC Registered Investment Advisor. Michael K. Donohue, CFP®, CA Insurance Lic 0685025. Registration does not imply a certain level of skill or training. -
Registered PrincipalLpl Financial Aug 1992 - PresentInvestment advisory and financial planning services offered through DB Wealth Management Group, LLC, a SEC Registered Investment Advisor. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial is a separate entity from DB Wealth Management Group. Registration does not imply a certain level of skill or training. -
ChairmanFinancial Planning Association Of San Diego Jan 2000 - Jan 2001 -
PresidentSan Diego Society - Institute For Certified Financial Planners Jan 1999 - Jan 2000
Michael K. Donohue, Cfp® Education Details
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Personal Financial Planning -
Finance And Accounting
Frequently Asked Questions about Michael K. Donohue, Cfp®
What company does Michael K. Donohue, Cfp® work for?
Michael K. Donohue, Cfp® works for Db Wealth Management Group
What is Michael K. Donohue, Cfp®'s role at the current company?
Michael K. Donohue, Cfp®'s current role is Principal Owner.
What schools did Michael K. Donohue, Cfp® attend?
Michael K. Donohue, Cfp® attended College For Financial Planning, The California State University.
Who are Michael K. Donohue, Cfp®'s colleagues?
Michael K. Donohue, Cfp®'s colleagues are จิตต์เจริญ ขาเหล็ก, Bryce Porter, Cfp®.
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