Our team is continuing to learn and expand their expertise. Join us in congratulating our team on their accomplishments! Kelly Feldmann Kelly has recently passed the exam for the CFP® designation. The CFP® is often called the gold standard in financial planning with a wide breadth of financial planning topics from “budgeting, to planning […]
Kelly Reviews The Man Who Invented Christmas by Les Standiford The Man Who Invented Christmas is the charming story of how Charles Dickens’s popular novel A Christmas Carol rescued his career and revived the holiday spirit. The novel tells the story of how Dickens personal experience of harsh working conditions and a deep sympathy for […]
Jenn Reviews “Drive: The Suprising Truth About What Motivates Us” by Daniel H. Pink There’s a gap between what science knows and what business does when it comes to motivation. In this space there is great potential for lost creativity and engagement which can lead to a decrease in quality problem-solving and overall well-being of […]
Donnelly Wealth Advisors would like to extend a warm welcome to our new intern, Matt! Matt comes to us from the San Diego State University Financial Services Major. He is the current President of the SDSU FPA Student Chapter and plans to become a CFP upon graduation. Welcome Matt!