Donald Purtill (CPA/PFS, MBA)
Donald Purtill focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Tax Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Wealth management & financial advisory services for individuals and families: Investment management, portfolio allocation, retirement plans, financial plans, tax preparation and planning, and helpful advice.
Additional Information
MBA, Wharton School, University of Pennsylvania, Certified Public Accountant/Personal Financial Specialist, Registered Investment Adviser, Ohio and Florida, CGMA
NAPFA Start Date
May 30, 2007