As the President of Kinecta Financial Management Company, LLC and Kinecta Financial & Insurance Services LLC, I provide strategic direction and oversight to the company and its subsidiaries, including Kinecta Wealth Management. With over 30 years of experience in financial and investment services, I enjoy making a difference in the lives of others through education, coaching and providing sound advice. Before becoming President, I served as the Chief Operating Officer with Kinecta Federal Credit Union, where I leveraged more than 15 years of experience working in the credit union industry.
In my role, I am motivated by the positive impact I have on the lives of others. Through our financial education workshops, we educate thousands of individuals each year on how to better understand and manage finances, which can have a powerful effect on their overall well-being. As a mentor for the advisors on the team, I provide a gateway for career development in this important industry and through them, help our clients live their best financial lives.
I also serve on the Board of Directors for the Kinecta Community Foundation and the Bank Insurance and Securities Association (BISA). Within the BISA board, I serve on the Wealth Committee, established to develop strategic plans to integrate membership and engagement across targeted wealth segments.
Growing up and living in the South Bay for most of my life, I currently reside in Redondo Beach with my husband, Kenny, and our Labrador Retriever, Kopi. The beach is my happy place, and when I’m not in the office, I enjoy riding bikes and taking walks along the beach. I am also a member of Friends of Mychal’s, a support group for Mychal’s Learning Place. I serve on their California Great Santa Stroll committee every year, where more than 1,000 Santas walk the Hermosa Beach Strand to raise funds for Mychal’s.
Registrations held through LPL Financial: FINRA Series 6, 7, 24, 63 and 66
Additionally, I hold a Life and Health Insurance Agent’s license and Property/Casualty Insurance broker’s license for the state of California
Donna is a Registered Securities Principal in all 50 states.
Check the background of this investment professional on FINRA’s BrokerCheck.