Michael Kevin Donohue
Portfolio Manager-Equities at D.B. Wealth Management Group LLC
Profile
Mr. Michael K.
Donohue is a Principal at D.B.
Wealth Management Group LLC.
He takes pride in helping individuals and families seek to successfully plan for and manage all areas of their financial lives.
This includes the all-important exit strategy that is vital for transitioning savings and investments to providing income in retirement, or when becoming financially independent.
With more than 30 years of financial planning experience, he works to provide clients with a comprehensive, integrated financial plan that coordinates all critical areas of their wealth, always applying his extensive knowledge of IRA distribution and retirement income planning, investments, estate and gift planning, and tax and life insurance planning.
He earned his bachelor's degree in business administration with an emphasis in finance and economics in 1985.
Michael Kevin Donohue active positions
Companies | Position | Start |
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D.B. Wealth Management Group LLC
D.B. Wealth Management Group LLC Investment ManagersFinance D.B. Wealth Management Group LLC (DB Wealth) is an independent, SEC-registered investment advisor headquartered in San Diego, California. DB Wealth provides discretionary and non-discretionary investment advice and management supervisory services to individual and institutional clients. | Portfolio Manager-Equities | 01/10/1998 |
Training of Michael Kevin Donohue
The California State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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D.B. Wealth Management Group LLC
D.B. Wealth Management Group LLC Investment ManagersFinance D.B. Wealth Management Group LLC (DB Wealth) is an independent, SEC-registered investment advisor headquartered in San Diego, California. DB Wealth provides discretionary and non-discretionary investment advice and management supervisory services to individual and institutional clients. | Finance |
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