20 Westall Ave, Oakland CA 94611

Ph 510 839-8662 FAX 510 834-2775                 drio@protectedinvestors.com

Donna, who began in the financial industry in 1986 as a Senior Financial Analyst for Motorola Corporation, joined PIA in 1987. Donna holds a B.S. in Mathematics (1972) and one in Chemistry (1974), both from Cabrini College; an MBA in Taxation and Finance from UC Berkeley (1985); a CFP designation (1989) and an Enrolled Agent (EA) Designation (1990). Donna's business is a fee-based planning practice providing asset management, financial planning, and tax consulting.

 

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