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Donald Beattie, CFP (R)

Donald Beattie, CFP (R)


Having a keen understanding and unique perspective of the uncommon challenges that young medical professionals face, Donny specializes in the custom design and implementation of financial strategies and protection planing exclusive to the medical community.  

Donny works diligently with is clients to build assets, accumulate wealth and ensure financial stability.  While the strategies for each individual he works with may be different, the end results remain the same: financial confidence and awareness.  

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  AR Insurance License #11022113  CA Insurance License #0I00082