Patrick Donnelly*

Financial Advisor

Patrick Donnelly has been an investment advisor for over 23 years.  Patrick focuses on investments, retirement planning, Social Security income planning, and insurance.  He enjoys the planning and implementation process and places heavy emphasis on understanding his clients in order to deliver the best possible recommendation.

Patrick and his wife, Valerie, moved to Folsom in 2002.  They have two children.  He was born and raised in Sacramento and attended Christian Brothers High School ('87) and CSU Sacramento ('92).  

CA insurance license 0D29269 | Registered for securities in AZ, AR, CA, FL, ID, IL, MI, MO, NV, OR, SC, TX, WA.  - CRD # 4304426

Phone (916) 467-8850
Fax (916) 357-7482
Mobile Phone (916) 472-0311