What departments does Financially Yours Advisory Services have?

Financially Yours Advisory Services has employees across 1 departments including Finance.

What is the largest department at Financially Yours Advisory Services?

The largest department at Financially Yours Advisory Services is Finance with 1 employees.

Where are Financially Yours Advisory Services employees located globally?

Financially Yours Advisory Services has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Financially Yours Advisory Services's team size changed over time?

Financially Yours Advisory Services's team has remained stable from approximately 2 to 2 employees based on available data.

Financially Yours Advisory Services Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Financially Yours Advisory Services is a small independent financial planning practice based in Orange, California, operating within the financial services sector. It provides planning across investments, retirement, risk management, and estate conservation, emphasizing a collaborative approach aimed at building long-term client relationships. Led by Donna Lea, a CERTIFIED FINANCIAL PLANNER, the firm centers its work on three core elements: helping clients understand their goals, outlining a roadmap to reach them, and offering ongoing personalized guidance as needs evolve. Securities and advisory services are offered through National Planning Corporation, a registered investment advisor, and NPC is a separate and unrelated company. As an independent practitioner, the firm seeks to manage risk and grow client assets by applying diverse resources and strategies while maintaining a high level of service and expertise. The firm operates with a small team and serves clients across a broad range of financial needs.

Financially Yours Advisory Services Global Highlights

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

North America
1

United States Of America
1

Financially Yours Advisory Services's Leadership

D. L.
Ceo/Financial Planner
Mobile Phone
Email

Financially Yours Advisory Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
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Contact profiles from Financially Yours Advisory Services

Name

Title

Contact Info

Location

Last Update

D. L.
Ceo/Financial Planner
Mobile Phone
Email
United StatesCalifornia
Jun 11, 2025

Frequently Asked Questions

What is Financially Yours Advisory Services known for?

Financially Yours Advisory Services operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-714-704-****

. Explore Financially Yours Advisory Services's company overview page for more information.

What is Financially Yours Advisory Services's most common email format?

Financially Yours Advisory Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financially Yours Advisory Services email formats with LeadIQ.

How many employees does Financially Yours Advisory Services have currently?

Financially Yours Advisory Services has approximately 2 employees as of July 2026. These team members are located across 2 continents, including EuropeNorth America.

Who are Financially Yours Advisory Services's key employees and leadership?

As of July 2026, Financially Yours Advisory Services's key employees include:

Ceo/Financial Planner: D. L.

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Financially Yours Advisory Services Employee Directory

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