Donna Ellis (CFP®, Other)

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

  • College/Education Planning
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

• Comprehensive financial planning

• Investment and portfolio management

• Tax reporting and rebalancing

• Long-term-care insurance analysis

• Social Security analysis

• Retirement projections

Additional Information

Donna Ellis has been with Berno Financial Management, Inc., since November 1997. She works on a team basis with Bruce Berno, the firm’s President and Client Service Director, serving clients in providing comprehensive financial planning advice and investment management. She focuses on comprehensive personal financial planning for clients, including portfolio management. Donna has contributed significantly to the firm’s process for delivering services to clients in an efficient manner by enhancing the firm’s use of technology. She is the firm’s expert in portfolio management software for performing and tax reporting and rebalancing.

Donna enjoys working with clients and helping them identify and reach their financial goals. She has developed analytical tools for long-term care insurance analysis and Social Security analysis, and is a certified National Social Security Advisor (NSSA). She has an in-depth knowledge in preparing client financial plans.

Donna has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005 and is active in a group of local CFP® professionals who meet several times a year to discuss common issues in the financial planning world. She earned her Registered Paraplanner designation in May 1999 and is a member of the National Association of Personal Financial Advisors (NAPFA).

Donna lives in Anderson Township with her husband, Steve, and their three children, Cameron, Abby, and Samantha. 

NAPFA Start Date

September 09, 2013

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This Office

7454 Jager Ct Cincinnati, OH 45230 Phone: (513) 474-9191 Fax: (513) 474-2889