Senior Vice President - Financial Planning
Anaheim (Los Angeles)
About Financial Advisor
Rick Donnelly has been selected as a SmartVestor Pro because of his commitment to helping individuals achieve their long-term investing goals.
- Joined Financial Engines in 2017. Began his career in the financial services industry in 2001.
- Successfully completed the Series 7, 31, and 66 examination(s) administered by FINRA.
- Rick grew up in New York, but has lived in Newport Beach CA for 15 years.
- Married with three children. In his free time he enjoys playing golf and tennis.
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