Financially Yours Advisory Services Careers in Orange, CA

As a financial planner, I strive for a collaborative process that produces a deep long-lasting relationship over a broad range of financial needs. Therefore, my mission is to help clients take advantage of those opportunities by providing them with three key tools: 1. A clear understanding of their goals 2. A well-defined road map to help achieve those goals 3. Ongoing personalized advice to adjust their roadmap when needs change I cover many areas of financial services, from investment and retirement planning to risk management and estate conservation. As an independent financial planner, I offer services that are designed to lower overall risk and help increase your assets by using various resources and strategies while striving to deliver a high level of service and expertise. Financially Yours, Donna Lea CERTIFIED FINANCIAL PLANNER (TM) Securities and Advisory Services offered through National Planning Corporation (NPC), Member FINRA (www.finra.org)/SIPC (www.sipc.org), a Registere