Donna Morrall (CFP®, PhD)

Donna Morrall focuses in the
following client markets or areas of practice:

College/Education Planning

Divorce Planning

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Socially Responsible Investments

Women's Financial Planning Issues

Planning Specialties

Personalized financial planning tailored to answer your questions and help you meet your goals. Investment management coordinated with a financial plan to help assure the goals, risks, and rewards are aligned to meet client specific needs and timelines. Investment portfolios can be adjusted to accommodate client specific socially conscious investment choices. Clear Waters Financial Planning also offers divorce financial planning, analysis, and expert witness services.

Additional Information

Donna is a Certified Financial Planner (TM) professional with 10 years of experience as a financial advisor and investment manager. As a CFP®, Donna is fiduciary and is obligated and committed to operate in her clients' best interest. Donna is also a Certified Divorce Financial Analyst (TM) professional. Donna firmly believes in the importance of a personalized financial plan focusing on your goals and created in the context of your risk profile. With a destination in mind, your financial GPS can get you on the right path, allow you to re-adjust when necessary, and get to your personal destination.