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 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
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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