Advisor profile


My approach

Donald Johannes - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Donald Johannes - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, 24, 63, 65, 9/10
  • Life, Accident and Health Insurance
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A. Economics SUNY Stony Brook

Interests

  • Spending quality time with my wife Marie and daughter Caitlin
  • Gardening
  • Cooking

Community participation

  • Past Grand Knight, Knight of Columbus