Donna Lea

Financial Advisor and CFP®

Email:

donna@financially-yours.com

Phone:

(714) 633-2727

Fax:

(714) 912-9722

Office(s):

1420 E. Chapman Ave, Orange, CA. 98266

Assistants:

Jennifer Keniston j.keniston@financially-yours.com

Specialities:

Retirement Planning

High Net Worth Clients

Small Business Owners

Physicians & Healthcare Professionals

Investment Management

Tax Strategy

Pre-Retirees & Retirees

Insurance Solutions

Business Planning

College Planning

401(k) & Workplace Plans

Charitable Giving

Artisan Capital Partners

About Donna Lea

Donna Lea grew up in Silver Spring, MD and lived there with her parents and two younger sisters until she went to school in California. She studied Chemical Engineering at UCLA. After investing blood, sweat, and tears in Organic Chemistry & Thermodynamics (among many other classes), she realized that she would prefer a different career path. So, engineering diploma in hand, she started her own wealth management practice. After more than 20 years, she cannot imagine her working life any other way.

Donna resides in Orange County, CA with her husband, Edwin and daughters, Madilyn and Katelyn. In her spare time, she loves to travel, garden, and cook. Although, these days her activities are more centered around themed birthday parties, Chinese school, and gymnastic class. She is constantly looking for the unicorn of work-life balance!

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Artisan Capital Partners is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.