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

Read Donna’s bio.

Financial planning isn't just about your retirement. It's about your life. That's why Donna helps you realize the life you want today while planning for the future.

Her philosophy is to put her client's interests above all else. To serve your best interest, Donna is:

Independent
She provides objectivity and flexibility in financial planning and investment management. A former auditor, Donna has always been an independent advisor. 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
She focuses Fortune 500 business savvy 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 financial decisions to meet your goals.

Straightforward
You'll get sophisticated advice, delivered in plain English. Donna speaks your language, so you can clearly understand your situation, your options and your opportunities.

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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

Memberships

American Institute of Certified Public Accountants (AICPA)

California Society of CPAs (CalCPA)

Financial Planning Association (FPA)