Gratium Wealth Planning

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Gratium Wealth Planning
Team photo for Gratium Wealth Planning

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Advisors

Advisor photo for Ed Donner

Ed Donner

CFP®, CPWA®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit Ed Donner's website


Team

Rebecca King

Rebecca King

Paraplanner,

Operations Manager

Qualifications

  • Rebecca has over 15 years of providing exceptional customer service to clients. She is series 7 licensed since 2006.
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