Donna Stevenson

Wealth Manager

Financial Adviser at Independent Financial Group, Llc in Copperopolis, CA

About

25 years in the financial services industry, with an emphasis in accounting. Independent Wealth Manager serving the the Tri-County area of the Motherlode for 17 years offering Portfolio Management, Retirement Planning Strategies, Tax advantaged investments, Estate Planning, College Planning and Notary Services. Specialties: I have a strong passion for working with my clients to meet their goals and enjoy their retirement. I have recently added fee based advisory to my practice. With this additional license I can now work with third party money managers to create personalized portfolios to meet each client's goals. I have also been able to offer my services to employees with 401k, 403b, 457 and other employer plans that offer a brokerage link in their retirement plan. Call my office today at 209-785-4660 and get started on your path to a more secure financial future! Registered Rep offering securities and advisory services through Independent Financial Group, LLC (IFG) a registered Broker - Dealer & Investment Advisor. Member FINRA & SIPC. Stevenson Wealth Management & IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Suite 200 San Diego, CA 92130 CA Insurance Lic. #OCO8212 Licensed to sell securities in CA, FL, GA, NV and OK. The information provided herin has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Contact
Click for phone number
(209) 785-4660
Address
100 Town Square Rd in Copperopolis, CA 95228
Info
None specified

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Associations

Angels-Murphys Rotary Club
Angels Camp Business Association

Background

Experience

Registered Representative
Registered Representative
Wealth Manager