Corbin M. Donaldson, CFP®, CPWA®

Corbin is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. He has over ten years of experience in the financial services industry, earned a bachelor’s degree in finance and management from Cornerstone University and a master’s degree in finance at Davenport University. Corbin has also earned his CERTIFIED FINANCIAL PLANNER™ certification and Certified Private Wealth Advisor® designation.