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Long Beach - Investment Mgmt |
Specialties: Investments/ Wealth Management |
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Donna PhelanFirst Vice President - Investment Officer - Wells Fargo Advisors LLC
The Phelan-Difley Advisory Group is a premier wealth management group of Wells Fargo Advisors, LLC, providing expertise to business owners, executives, non-profits, trusts and individual clients in over twenty states nationwide. Services include financial planning, fee-based asset management, portfolio analysis, retirement planning. Donna M. Phelan, MBA and Malinda S. Difley, MBA, CFP (tm) have over twenty-five years combined investment experience.
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(800)541-4377
(310)377-7872 Fax
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501 Deep Valley Drive
Rolling Hills Estates, CA 90274-3611 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Investments/ Wealth Management |
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| Group |
LB |
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| Business Name |
Wells Fargo Advisors LLC |
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| Title |
First Vice President - Investment Officer |
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| Address |
501 Deep Valley Drive
4th Floor
Rolling Hills Estates, CA 90274-3611
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| Work Phone |
(800)541-4377 x5409 |
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| Fax |
(310)377-7872 |
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| Web Site |
www.phelan-difley.wfadv.com |
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| Member Since |
1/2010
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Comprehensive wealth management, financial planning, portfolio management, trusts and estates, institutional managed accounts, investment policy statement development and manager search, guaranteed investments, corporate retirement plans, 401(k)and IRA rollovers, equity and fixed income analysis.
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Provides comprehensive wealth management and financial planning by MBAs and Certified Financial Planners. Fee-based asset management, trusts and estates, portfolio analysis, corporate retirement plans, retirement planning, income and cash flow projections, institutional managed accounts, equity and fixed income analysis.
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The Phelan-Difley Advisory Group is a premier wealth management group, providing expertise to business owners, corporate executives, non-profits, trusts and estates, and individual Clients in twenty states nationwide.
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The Phelan-Difly Advisory Group provides services to clients in over twenty states nationwide. Wells Fargo Advisors, LLC manages $1.1 trillion in private client assets in all 50 states, as well as international offices.
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| Social Clubs |
Rotary, past member.
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| Charities |
H.E.L.P., Jewelers for Children, Girl Scouts, BBSA, NCAADV.
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| Graduate Degrees |
MBA in Finance, University of Connecticut
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| College Degrees |
B.A. Adelphi University; studies at Syracuse University.
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Speaking/Teaching
Experience |
Author and national speaker. Taught Securities Law for lic.
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| Organizations |
South Bay Estate Planning Council, Financial Planning Assoc.
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| License Number |
0C04966
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