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DONNA GERACE

CFP®, Financial Advisor, Financial Services Representative
16 Campus Boulevard Newtown Square PA 19073

BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

QUALIFICATIONS

  • CERTIFIED FINANCIAL PLANNER™
  • Licensed to sell Life & Health Insurance in PA, NJ, DE, NY, NC, VA, MD
  • Registered to offer securities products in PA, NJ, DE

PERSONAL

  • Life-long resident of Delaware County, PA
  • Graduate, University of Delaware
  • Married to Mike, A son Michael
  • Hobbies are running, barre class, golfing, cooking