Donna Lea
Donna LeaCertified Financial Planner

1420 E. Chapman Ave., Orange, CA 98266
(714) 704-5021

Our clients are the motivation behind our financial planning firm. We bring extensive financial experience to help clients become better stewards of their resources. Working with an independent broker-dealer allows us to have access to a wealth of knowledge. With this information, we are able to provide our clients with strategies appropriate to them.

Just as we strive to live a purposeful life, Financially Yours strives to run a meaningful practice. Meaning comes in the form of knowing, caring, and growing with our clients. While we cannot control the financial markets, we certainly can control the level of service and commitments we offer our clients. We serve our clients with a pro-active approach while providing personalized service. Competency, reliability, and integrity are our foundation to provide sound financial planning.

It is our desire that through our practice, we are able to help individuals and change lives. And perhaps, through each individual we come in contact with, we are given an opportunity to make a difference.

Our clients are the cornerstone of our financial planning practice and that’s why they are the driving force behind what we do!