Trusted Financial Advisor

Mrs Jennifer Lynn Donais CFP

Mrs Jennifer Lynn Donais CFP

TruWealth Financial

78955 Via Trieste, La Quinta, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Business Succession Planning, Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Small Business Planning, Sudden Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor