The 10 “Must-Dos” After You Say “I Do” Start your marriage with a sound financial foundation… -By Adam Werner, CFP®, April 12, 2017 Congratulations on the nuptials! In the eyes of your family and friends (and the US Government) the two of you are officially a family! New doors have now opened and it’s important […]
Sculpting the minds of future Financial Planners! Donnelly Wealth Advisor’s Adam Werner recently led a Career Path Panel for the students of San Diego State University’s Financial Services Department. Four advisors from different companies and different backgrounds had the opportunity to share their experiences with the financial professionals of tomorrow
GenVest Planning and Donnelly Wealth Advisors would like to introduce our newest Paraplanner, Jenn! We are very excited to have her and looking forward to introducing her to each of you!
We had a great time cooking, drinking, and laughing with a few of our friends. Thank you to everyone who could make it and thank you to Sur La Table for a fun, hands-on experience. We will certainly be back!