Rick Donnelly

Office Location

2400 E. Katella Ave.
Suite 800
Anaheim, CA 92806

Phone: (714) 464-1512
Toll free: (833) 567-1334
Fax: (310) 525-3321

Rick Donnelly

Senior Vice President - Financial Planning

Anaheim (Los Angeles)

About Financial Advisor Rick Donnelly

Rick Donnelly has been selected as a SmartVestor Pro because of his commitment to helping individuals achieve their long-term investing goals.

Dave Ramsey SmartVestor
  • 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.
SmartVestor is an advertising service for investing professionals. Advertising fees are not connected to any fees, portfolio, service, product, or other service rendered by a Financial Engines Advisor. SmartVestor is not an affiliate of Financial Engines Advisors L.L.C.
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