Mark Donahue, CFP®, ChFC, CLU

Mark is a Certified Financial Planner™, a Chartered Financial Consultant, & a Chartered Life Underwriter. He has been an Instructor at UC-Irvine's Personal Financial Planning Division, where he taught the Investments course. He has written a personal finance column for a prominent California magazine, has published several articles about securities, and is a frequent public speaker on topics such as investment strategy, retirement planning, and estate planning. As a non-practicing attorney, Mark is a member of the Trust, Estate & Probate Section of the California Bar. He is also a member of the Estates, Trusts, & Probate Law Section of the DC Bar. Mark is also an Honoree of Who’s Who In The West.

Mark graduated summa cum laude from Williams College in 1973. He was selected to Phi Beta Kappa, & chosen as a Lehman Scholar. He received an MBA from the Wharton School of Finance in 1978. Also in 1978, Mark graduated cum laude from the University of Pennsylvania Law School (where he was Editor of the Law Review).

Before starting his financial planning practice, Mr. Donahue was Vice President of Merrill Lynch Capital Markets in New York. He was also a business attorney with several major national law firms. While Mark remains a member of the California, New York, and DC Bar, he keeps his law license inactive & now focuses exclusively on our clients’ financial needs.