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Our financial advice team


Kevin Donoghue, Private Wealth Advisor serving the Dunedin, FL area - Ameriprise Advisors

Kevin Donoghue

CFP®, CRPC, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Heartfire Wealth

An Ameriprise Private Wealth Advisor

49
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CPA Certified Public Accountant

Education

  • BBA with high honors - University of Notre Dame May 1971

Awards & recognition

  • Ameriprise Circle of Success, 2013-2020

Professional associations

  • American Intitute of Certified Public Accountants (AICPA)

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Dunedin Fine Art Center - Past President, Member of Advisory Council

Dunedin Chamber of Commerce - Past President, Member

Dunedin Toastmasters - Past President, Member, Distinguished Toastmaster

Rotary Club of Dunedin - Past President, Member

Dunedin Council of Organizations - Past President, Member

Pinellas Health Facilities Authority - Chairman

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Interests

My wife, Donna, and I moved to Dunedin in 1978 along with our two children. It was a joy when in 2003 my son, Patrick, joined with me in our financial planning practice.

We believe strongly in family and service to our community, and have demonstrated this commitment through our record of leadership in community groups.

We are passionate baseball fans. Our daughter, Janette, worked for the Toronto Blue Jays for ten years. She now operates her own event planning business.

Donna and I love to travel, for in travel we learn from other people and cultures, and garner a deep appreciation for all the blessings which have been bestowed upon us.