Donald McDade Email & Phone Number
Private Wealth Advisor @ Mosaic Wealth Consulting
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Donald McDade Location
- Pittsburgh, PA, US
Donald McDade Work
- 1986 -now Private Wealth Advisor @
- 1986 -now Advisor @ Mosaic Employee Benefits
- 1994 -2003 Managing Director @
- 1991 -1994 General Agent @ Berkshire Life
- 1986 -1991 Sales Manager @
Donald McDade Education
- College for Financial Planning
CRPC (Chartered Retirement Planning Counselor)
2007 - Institute of Business and Finance in La Jolla, CA
CFS (Certified Fund Specialist)
1996 - The CFP Board of Standards in Washington, D.C.
CFP (Certified Financial Planner)
1996 - The American College in Bryn Mawr, PA
Master of Science in Managment (Financial Services)
1994 - The American College in Bryn Mawr, PA
CLU (Chartered Life Underwriter)
1988 - The American College in Bryn Mawr, PA
ChFC (Chartered Financial Consultant)
1986
Donald McDade Skills
- Estate Planning
- Financial Advisory
- Strategic Financial Planning
- Strategic Financial
- Retirement
- Retirement Planning
- Insurance
- Financial Services
- Wealth
- Employee Benefits
- Wealth Management
Donald McDade Summary
- Donald McDade, based in Pittsburgh, PA, US, is currently a Private Wealth Advisor at Mosaic Wealth Consulting LLC. Donald McDade brings experience from previous roles at Mosaic Employee Benefits, Allmerica Financial, Berkshire Life and AXA Advisors. Donald McDade holds a CRPC in Chartered Retirement Planning Counselor @ College for Financial Planning. With a robust skill set that includes Estate Planning, Financial Advisory, Strategic Financial Planning, Strategic Financial, Retirement and more. Donald McDade has 1 emails and 1 mobile phone numbers on RocketReach.
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