CONNECT

Address:

2365 Iron Point Road, Suite 180
Folsom, CA 95630

Phone:

(916) 467-8850

Fax/Other:

(916) 817-8863

Patrick Donnelly

Patrick Donnelly

Senior Associate

Patrick Donnelly has been an investment advisor for over 17 years.  Patrick focuses on 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 began working with Dave Ramsey's Smartvestor™ program in 2017.  Working with Smartvestors has been a very rewarding experience and he is looking forward to meeting more Smartvestors and helping them through their journey. 

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 CA, FL, ID, OR, SD - CRD # 4304426

Neither Ramsey Solutions nor the SmartVestor program, or related products and services, are affiliated with, sponsored or endorsed by AIC.  Investment professionals participating in the SmartVestor program ay advertising fees to have their name and information disseminated to the investing public.

Phone (916) 467-8850
Fax (916) 357-7482
Mobile Phone (916) 761-1731
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck