Financial Advisor
Current
Nov 2019 - Present
AeroLeads people directory · profile
Paul Donahue, Cfp®, Aif® Email & Phone Number
Financial Advisor at ProCourse Fiduciary Advisors
at
ProCourse Fiduciary Advisors
1 work email found
@procourseadv.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at ProCourse Fiduciary Advisors
Location
Carmel, Indiana, United States
Who is Paul Donahue, Cfp®, Aif®? Overview
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Quick answer
Paul Donahue, Cfp®, Aif® is listed as Financial Advisor at ProCourse Fiduciary Advisors at ProCourse Fiduciary Advisors, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at procourseadv.com and a matched LinkedIn profile for Paul Donahue, Cfp®, Aif®.
Paul Donahue, Cfp®, Aif® previously worked as Financial Advisor at Procourse Fiduciary Advisors and Financial Advisor at Valeo Financial Advisors, Llc. Paul Donahue, Cfp®, Aif® holds Bs, Business Finance from San Jose State University.
Company email context
Email format at ProCourse Fiduciary Advisors
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*@procourseadv.com
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AeroLeads found 1 current-domain work email signal for Paul Donahue, Cfp®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Paul Donahue, Cfp®, Aif®
Specialties: Fiduciary Investment Advisor to 401k plans under ERISA §3(21)(a)(ii) and §3(38). Provide investment recommendations, oversight, monitoring,due diligence, and documentation of these fiduciary best practices within a fee-only environment (no commissions/revenue sharing). Can work with existing service providers or will assist in conducting service and fee reviews of multiple providers for consideration. Provide enrollment meetings, employee education, and ongoing participant resource.
Listed skills include Retirement Planning, 401K, Investments, Financial Planning, and 8 others.
Current workplace
Paul Donahue, Cfp®, Aif®'s current company
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6 roles
Paul Donahue, Cfp®, Aif® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Comprehensive Fee-Only Financial Advisor working with families, charitable organizations, business owners and retirement plan sponsors throughout the United States in a fiduciary capacity. I work in partnership with other trusted professional advisors to provide oversight, focus, solutions and simplicity to clients' financial lives. Services include.
Aug 2006 - Oct 2019
Financial Consultant
Hufford Financial Advisors
Financial planning focused on the small business owner (Dentist)
May 2000 - Aug 2006
Client Service Manager
Jan 1998 - May 2000
Client Service Manager
Renaissance, Llc
Jan 1997 - Jan 1998
May 1995 - Dec 1996
3 education records
Paul Donahue, Cfp®, Aif® education
Bs, Business Finance
Aif® Designation, Accredited Investment Fiduciary® (Aif®)
Center For Fiduciary Studies - Accredited Investment Fiduciary® (Aif®) Designation
Cfp® Designation, Certified Financial Planner(Tm) Practitioner
College For Financial Planning - Certified Financial Planner™ (Cfp®) Designation
FAQ
Frequently asked questions about Paul Donahue, Cfp®, Aif®
Quick answers generated from the profile data available on this page.
What company does Paul Donahue, Cfp®, Aif® work for?
Paul Donahue, Cfp®, Aif® works for ProCourse Fiduciary Advisors.
What is Paul Donahue, Cfp®, Aif®'s role at ProCourse Fiduciary Advisors?
Paul Donahue, Cfp®, Aif® is listed as Financial Advisor at ProCourse Fiduciary Advisors at ProCourse Fiduciary Advisors.
What is Paul Donahue, Cfp®, Aif®'s email address?
AeroLeads has found 1 work email signal at @procourseadv.com for Paul Donahue, Cfp®, Aif® at ProCourse Fiduciary Advisors.
Where is Paul Donahue, Cfp®, Aif® based?
Paul Donahue, Cfp®, Aif® is based in Carmel, Indiana, United States while working with ProCourse Fiduciary Advisors.
What companies has Paul Donahue, Cfp®, Aif® worked for?
Paul Donahue, Cfp®, Aif® has worked for Procourse Fiduciary Advisors, Valeo Financial Advisors, Llc, Hufford Financial Advisors, Oxford Financial Group, Ltd., and Renaissance, Llc.
How can I contact Paul Donahue, Cfp®, Aif®?
You can use AeroLeads to view verified contact signals for Paul Donahue, Cfp®, Aif® at ProCourse Fiduciary Advisors, including work email, phone, and LinkedIn data when available.
What schools did Paul Donahue, Cfp®, Aif® attend?
Paul Donahue, Cfp®, Aif® holds Bs, Business Finance from San Jose State University.
What skills is Paul Donahue, Cfp®, Aif® known for?
Paul Donahue, Cfp®, Aif® is listed with skills including Retirement Planning, 401K, Investments, Financial Planning, Retirement Plan Consulting, Investment Advisory, Registered Investment Advisor, and Retirement Plans.
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