Donalies Financial, LLC is a San Francisco-based Registered Investment Adviser founded by Paul Donalies. The firm operates as a fee-only fiduciary, meaning it is legally bound to act in its clients' best interests and is compensated solely by client fees, not commissions. Its core services include holistic financial planning, retirement planning, and discretionary investment management, with a mission to provide clients with confidence and clarity regarding their financial lives.

Founded in

United States