Congratulations to our Founder and CEO, Richard Donnelly, for being chosen as a Finalist in the San Diego Business Journal’s 2017 Most Admired CEO Awards! We couldn’t agree more!
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!
The start of 2017 has left many investors with mixed feelings. As of this writing, the market is largely up, interest rates are mostly flat, the economy continues to expand (albeit slowly), and a new Presidency continues to unfold. The stock market and the larger business community has, cautiously and optimistically, welcomed the election of […]