To schedule a consultation with Donna Chaney at her Glendale office, email or call 626.768.0080.

ABOUt
Put Donna Chaney's education, experience,
and credentials to work for you

Financial planning – it’s not just about your retirement. It’s about your life. That’s why Donna Chaney helps you realize the life you want today—and plan for the future.

Her philosophy is to always serve the interest of her clients above all else. To serve your best interest, Donna Chaney is:

Independent Providing objectivity and flexibility in planning and investment management. A former auditor, Donna has always been independent. She won’t tie you to any investment, fund company or service partner.

Transparent You know how much you’re paying, and what you’re paying for. Donna clearly communicates this information, because, as your financial advisor, she wants you to know where your money is going.

Strategic Get Fortune 500 business savvy focused on your life. A former business and financial consultant with Ernst & Young, LLP, Donna brings high-level strategic thinking to your situation. She provides thoughtful, expert counsel so you can make the best decisions to meet your needs.

Straightforward Sophisticated advice, delivered in plain English. Donna speaks your language, so you can clearly understand your situation, your options and your opportunities.

Read Donna’s bio.

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Certifications

• Personal Financial Specialist
CPA/PFS, a designation awarded to Certified Public Accountants (CPAs) who have demonstrated experience as a Personal Financial Specialist (PFS) and met other credential requirements established by the American Institute of Certified Public Accountants (AICPA).

• Certificate in Personal Financial Planning
University of California, Los Angeles
UCLA Extension, 36 units of education

Memberships

• American Institute of Certified Public Accountants (AICPA)

• California Society of CPAs (CalCPA)

• Financial Planning Association (FPA)