Donna Sabatino, CFP^®

Designations and licenses

Donna is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Donna provides customized wealth management solutions to clients to help them achieve their goals. Prior to joining Mariner, she worked at Wealth Health, LLC as a vice president assisting clients in developing their financial plans. This included compensation & benefits, income tax planning, education funding, investments and retirement planning.

She also spent time with the MDE Group as a senior wealth advisor where she worked with high-net-worth families, advising them in all aspects of their financial life including compensation & benefits, income tax planning, education funding, investments and retirement planning. She also specialized in implementing various complex estate planning techniques to transfer significant wealth to the next generation.

She has a bachelor’s degree in finance from Rutgers College in New Brunswick.

Donna’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.