Sabra Donovan

CRPC® CLTC
  • Special Care Planner
  • Financial Planner
  • Financial Services Representative
  • Investment Advisor Representative

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
  • Five Star Wealth Manager Award Recipient*

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

 

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

*This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials.Â