About Me
- John Donnelly CSA, CDFA, RFC
- is the President and Founder of Concierge Financial Office & Donnelly Advisors Group Inc. He has devoted over 30 years to the insurance and investment industry as manager, sales person, training consultant, seminar provider and moderator for many industry courses. Throughout his career, he has assisted thousands of individuals with their risk management decisions related to insurance, investments, employee benefits, retirement planning, philanthropic strategies and severance packages.
