E. Donnelly & Associates
E. Donnelly & Associates offers comprehensive services based on client-specific objectives. Whether you are a veteran of our success together or starting to manage your portfolio, we help you prepare for the certainty of uncertainty. Together our team will assist you in making tangible and measurable progress towards achieving your personal and financial goals.
Meet Ercilia Donnelly
Ercilia Donnelly provides a simple, clear and focused approach to financial planning and goal setting. She holds a Doctorate Degree in Organizational Leadership. Her doctoral dissertation "California School Teachers: Retirement and Financial Satisfaction" is a study of the factors leading to the ability to retire early (55 years) with adequate resources. She earned her B.A. from University of California at Santa Cruz and her Master of Arts degree from San Jose State University.
Ercilia holds licenses for FINRA Series 6, Series 7, Series 63, and Series 66 with Securities America; Long Term Care; and Life Insurance. She also holds a Behavioral Finance Advisor (BFA) designation. Ercilia is frequently invited to present at seminars for a variety of businesses, professional organizations, and public entities.