Carol Ann Donahue AIF®, ChFC®
Carol Ann has been in the financial services industry for 7 years and she is passionate about helping clients work toward attaining their goals. A teacher at heart, she enjoys guiding clients through the process of discovering their path toward dignified retirement, providing an education for dependents, legacy creation, or simply demystifying the investment world. Through conversation and discovery, Carol Ann tries to address the elements that are very often unfamiliar to clients, so that together they may move toward realizing and prioritizing the necessary steps for success. Carol Ann holds Series 6 and 63 securities registrations through LPL Financial and a Series 65 license through WCG Wealth Advisors. She also holds her Life and Health Insurance license in the state of California.
In her leisure time, Carol Ann enjoys reading, baking, entertaining and all forms of exercise. She happily lives in Rancho San Diego, with her husband, Morgan, and their dog Quinn. Carol Ann’s two grown sons and stepson are her absolute and purest joy.
CA Insurance License # 0I97891
Carol Ann Donahue is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and Fides Wealth Strategies Group are separate entities from LPL Financial.