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Sabra Donovan

CRPC® CLTC
  • Special Care Planner
  • Financial Planner
  • Financial Services Representative
  • Investment Advisor Representative
    CA Insurance License # 4054563

QUALIFICATIONS

  • Joined the Financial Services Industry in 1984
  • Obtained her CRPC® and CLTC designations
  • Licensed to sell Life, Accident, & Health insurance
  • Series 6 and 63 Securities Licensed

PROFILE

  • Earned her BA from Furman University
  • Enjoys tennis, reading, and spending time with her family
  • Resides in Orange, CT with her husband and three children
  • Five Star Wealth Manager Award Recipient (2023)*

 

I deliver advice, knowledge, solutions, and service to enable you to live a financially confident life. I guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy. I partner with you to anticipate and solve financial problems to make your life easier and more secure. I help you optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. My areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.

In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together

Click here to schedule a call with me

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck

*2023 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 11/01/2023  for the period covering 2/13/2023 to 8/31/2023. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com
sabra donovan

Sabra Donovan

CRPC® CLTC
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Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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