Mark Donahue, CFP/ChFC/CLU/MBA/JD is a certified Financial Planner, Chartered Financial Consultant, & Chartered Life Underwriter. 

He has taught the Investments course at UC-Irvine’s Personal Financial Planning Division, has written a personal finance column for a California magazine, & has published articles about securities.  Mark has also been a frequent public speaker on such topics as insurance planning, investment strategy, retirement planning, and estate planning.  A non-practicing attorney, Mark is a member of the Trust, Estate & Probate Section of the California Bar.  He is also an Honoree of Who’s Who in the West.

Mark graduated summa cum laude from Williams College in 1973.  He was elected to Phi Beta Kappa, & chosen as a Lehman Scholar.  He received an MBA from the Wharton School of Finance in 1978.  Also in 1978, Mark graduated cum laude from the University of Pennsylvania Law School (where he was Editor of the Law Review).

Before starting his financial planning practice, Mr. Donahue was Vice President of Merrill Lynch Capital Markets in New York.  He was also a business attorney with a major national law firm.  While Mark remains a member of the California, New York, and DC Bar, he keeps his law license inactive and now focuses exclusively on clients’ financial needs.

Investment advisory services are offered through Financial Management Network, Inc; securities are offered through FMN Capital Corp, Member, NASD & SIPC.  Headquarters: 26041 Acero, Mission Viejo, CA 92691.  (949) 455-0300