Financially Yours Advisory Services Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

As a financial planner, I strive for a collaborative process that produces a deep long-lasting relationship over a broad range of financial needs.  Therefore, my mission is to help clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding of their goals
2. A well-defined road map to help achieve those goals
3. Ongoing personalized advice to adjust their roadmap when needs change

I cover many areas of financial services, from investment and retirement planning to risk management and estate conservation. As an independent financial planner, I offer services that are designed to lower overall risk and help increase your assets by using various resources and strategies while striving to deliver a high level of service and expertise.

Financially Yours,
Donna Lea
CERTIFIED FINANCIAL PLANNER (TM)

Securities and Advisory Services offered through National Planning Corporation (NPC), Member FINRA (www.finra.org)/SIPC (www.sipc.org), a Registered Investment Advisor. Financially Yours and NPC are separate and unrelated companies.

Content is for general purposes only and is not an offer to buy or sell any security. National Planning Corporation does not provide tax or legal advice. 

NPC Privacy Policy (https://www.natplan.com/public/forms/npc_madv6130a.pdf)

Find Financially Yours Advisory Services employees' phone numbers or email addresses

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
Analytics
Other

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. The company's main headquarters is located in 1420 East Chapman Avenue Orange, California 92866 United States; 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 February 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 February 2026, Financially Yours Advisory Services's key employees include:

Ceo/Financial Planner: D. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking