Donaldson, William D. CFP, CDFA
BILL DONALDSON, CFP®, is founder of Donaldson Financial Wellness Network, LLC located in Westport, CT. He takes a holistic approach to wealth management with a mission to help his clients achieve peace of mind in all areas of their life. In addition to the Certified Financial PlannerTM designation, Mr. Donaldson is also a Registered Investment Advisor, Registered Securities Principal and has advanced training as a divorce mediator and as a financial specialist in the collaborative divorce process. He also lectures both locally and nationally on the topic of divorce taxation.
Mr. Donaldson is President of the Collaborative Divorce Team of CT and is a Past-President and current Treasurer of the CT Council for Non-Adversarial Divorce. He completed the Master of Science in Taxation (MST) program at the University of New Haven in November of 2010.
He currently lives in Newtown, CT with his wife Kristen and young son Robert.