Donald Stegall, CFP®, CRPS™
Senior Financial Advisor | Fundamental Choice Portfolio Manager
Donald Stegall is a Senior Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER® certification awarded to individuals who meet rigorous education, examination, experience, ethics and other requirements set by the CFP® Board. Don also earned the CRPS, Chartered Retirement Plan Specialist designation from the College for Financial Planning Institutes Corp. Since 2011 Don has been focusing on retirement plan counseling for companies as well as creating income-based retirement portfolios for their current and retired employees. He graduated from Montclair University in 1993 with a Business Communications BA. Mr. Stegall currently resides in Lewes, DE. He lives with his three children Liam, Talia and Aidan.
Donald Stegall is state registered in AL, AZ, CA, CO, DE, FL, KS, MD, NC, NJ, NY, PA, SC, SD, TN, TX, and VA.