Michael Donohue, CFP®, Wealth Advisor at DB Wealth Management Group Named Best State Wealth Advisor by Forbes

The CaliforniaMontreal Registered Investment Advisor Named to Prestigious List of High-Performing Financial Services Professionals This Year

SAN DIEGO, June 15, 2022 /PRNewswire/ — Michael Donohue, CFP®Managing Principal of DB Wealth Management Group, a San Diego-based on a comprehensive financial planning and wealth management practice, was named Best-In-State Wealth Advisor 2022 by Forbes. To look at by Michael Donohue Forbes profile visit: https://www.forbes.com/profile/michael-donohue/?sh=6277afba5a3b.

“I consider it a great honor to be recognized as one of the top wealth advisers in the state,” Donohue said. “Throughout my career, I have been committed to ongoing education in wealth management and financial planning to keep up to date with the latest laws, policies and strategies, with the ultimate goal of always serving my clients in their It is an honor to have my efforts recognized with this award, and I would like to thank my entire team for their continued support and dedication to providing our customers with superior service.

With over 30 years of financial planning experience, Donohue strives to provide clients with a comprehensive financial plan that coordinates all critical areas of their wealth. He is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and holds Series 7, 63 and 24 registrations with LPL Financial and is licensed by the California Department of Insurance. Donohue served as Chairman of the Board of San Diego chapter of the Financial Planning Association (FPA®), as President of the San Diego chapter of the Institute for Certified Financial Planners (ICFP) and was instrumental in overseeing the successful transition to FPA. Donohue currently sits on the advisory board of by Ed Slott Elite IRA Advisor Group℠, an exclusive group of IRA specialists from across the country selected for their dedication to expanding their knowledge and expertise in the complexities of IRA planning.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, company appointments; and quantitative criteria, including: assets under management and revenue generated for their businesses. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for ranking.

To learn more about the Forbes Best-In-State Wealth Advisor ranking, visit: https://www.forbes.com/best-in-state-wealth-advisors/#3c32d149291d. The Forbes rating is not indicative of future performance.

About DB Wealth Management Group

DB Wealth Management Group is a San Diegoa comprehensive financial planning and wealth management practice that develops integrated financial plans that consider, coordinate and manage all aspects of financial life, including investments, retirement, taxes and family wealth planning. General director, Michael DonohuePCP®, founded the firm in 2012, with a mission to create, protect and preserve client wealth through objective financial planning and strategic investment management. For more information about Donohue and DB Wealth Management Group, visit https://www.dbwmg.com/.

CA Insurance Lic # 0685025. Financial planning and investment advisory services offered by DB Wealth Management Group, LLC, an SEC Registered Investment Advisor.
Registration does not imply a certain level of skill or training.

Securities offered by LPL Financial, member FINRA/SIPC, a separate entity from DB Wealth Management Group.

Certified Financial Planner Board of Standards, Inc. (CFP Board) holds the CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in United Stateswhich it authorizes for use by individuals who successfully complete the CFP Board’s initial and continuing certification requirements.

Contact: T: (619) 497-0404, F: (619) 497-0804, www.dbwmg.com

SOURCE DB Wealth Management Group


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