Carol Ann Donahue ChFC®, AIF®
Carol Ann has been in the financial services industry for over 10 years, and she is passionate about guiding clients toward realizing their vision of independence and fulfillment. A teacher at heart, she enjoys leading clients through the process of discovering their path to 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.
FIDES Wealth Strategies Group’s client base consists predominantly of high- income tax-bracket professionals, executives, retirees, and business owners in various industries. We have experience in the following areas:
- Comprehensive Financial Planning
- Tax Advantaged Investment Planning
- Benefits Plans for Business Owners & Employees
- Estate Planning
- Tax Conscious Strategies
- Fee Based Asset Management Account
Carol Ann holds her Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®) designations. As well as holding her ChFC® and AIF® designations, she also holds FINRA series 6 and 63 licenses with LPL Financial and her Series 65 license with WCG Wealth Advisors, as well as a Life and Health Insurance license in the state of California.
Carol Ann is an empty nester with three sons and lives in Rancho San Diego, with her husband Morgan and their dog Quinn. In her spare time, Carol Ann serves on the Board for Soroptimist International North San Diego and she enjoys reading, beekeeping, entertaining family and friends, and all forms of exercise.
Carol Ann Donahue, ChFC®, AIF®
CA Insurance License #0I97891
7676 Hazard Center Drive, Suite 1050
San Diego, CA 92108
Tel. (619) 546-6149 | Fax (619) 546-6211
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.
FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.