Profile

Donna Sabatino, CFP; Wealth Health LLC

dsabatino@wealthhealthllc.com
Office: 973.535.9577 ext 6

Donna Sabatino, CFP®
Vice President, Wealth Management

Donna is a Vice President of Wealth Management at Wealth Health and has been a financial advisor to High Net Worth individuals and families for over 20 years. In her role as part of the advisory team, she assists clients in developing financial plans to help achieve their goals. Her expertise includes, but is not limited to, tax planning, education funding, budgeting, and estate planning. She also assists clients with day to day financial needs such as obtaining mortgage loans, beginning social security benefits and rolling over retirement plans. During her years as an advisor to top executives and business owners she frequently implemented various complex estate planning techniques aimed at transferring significant wealth to the next generation, often with little or no gift tax.

Credentials

  • CERTIFIED FINANCIAL PLANNER

Education

  • Rutgers College, BS Finance

Affiliations

  • Financial Planning Association (FPA) of New Jersey

Work History

  • The MDE Group, Financial Advisor 1997-2015