Paul Donahue, Cfp®, Aif® Email and Phone Number
Paul Donahue, Cfp®, Aif® work email
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Paul Donahue, Cfp®, Aif® personal email
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.
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Financial AdvisorProcourse Fiduciary Advisors Nov 2019 - Present
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Financial AdvisorValeo Financial Advisors, Llc Aug 2006 - Oct 2019Comprehensive 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:- Retirement planning- Pension plan design, implementation, and investments- Tax planning opportunities- Cash flows (personal and business)- Estate planning and wealth transfer tecniques- Charitable and family gifting strategies- Risk management and insurance needs- Debt financing needs (personal & business)- Education planning - Business analysis, management issues, planning, and transitions (purchase/sale decisions)- Investments (mutual funds, ETF's, stocks, bonds, and alternatives)- Fiduciary Investment Advisor to 401k plans through the fiduciary investment process and by assisting plan sponsors in fullfilling their fiduciary responsibilities -
Financial ConsultantHufford Financial Advisors May 2000 - Aug 2006Financial planning focused on the small business owner (Dentist)
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Client Service ManagerOxford Financial Group, Ltd. Jan 1998 - May 2000 -
Client Service ManagerRenaissance, Llc Jan 1997 - Jan 1998
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Investment TraderPgr Solutions May 1995 - Dec 1996Pension Plan Design, Administration and Investment Services
Paul Donahue, Cfp®, Aif® Skills
Paul Donahue, Cfp®, Aif® Education Details
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Business Finance -
Center For Fiduciary Studies - Accredited Investment Fiduciary® (Aif®) DesignationAccredited Investment Fiduciary® (Aif®) -
College For Financial Planning - Certified Financial Planner™ (Cfp®) DesignationCertified Financial Planner(Tm) Practitioner
Frequently Asked Questions about Paul Donahue, Cfp®, Aif®
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 the current company?
Paul Donahue, Cfp®, Aif®'s current role is Financial Advisor at ProCourse Fiduciary Advisors.
What is Paul Donahue, Cfp®, Aif®'s email address?
Paul Donahue, Cfp®, Aif®'s email address is pa****@****ial.com
What schools did Paul Donahue, Cfp®, Aif® attend?
Paul Donahue, Cfp®, Aif® attended San Jose State University, Center For Fiduciary Studies - Accredited Investment Fiduciary® (Aif®) Designation, College For Financial Planning - Certified Financial Planner™ (Cfp®) Designation.
What skills is Paul Donahue, Cfp®, Aif® known for?
Paul Donahue, Cfp®, Aif® has skills like Retirement Planning, 401k, Investments, Financial Planning, Retirement Plan Consulting, Investment Advisory, Registered Investment Advisor, Retirement Plans, Retirement Solutions, Retirement Income Strategies, Retirement Services, Certified Financial Planner.
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