Donna Gestl, CFP®, AIF®
Chief Operating Officer
Donna C. Gestl, CFP®, AIF® is the Chief Operating Officer at Prosperity – An EisnerAmper Company. Donna specializes in financial planning services and investment advice for business owners, non-traditional families and families with special needs children. She is passionate about educating clients through independent advice and financial options, empowering them to make the best financial decisions. Donna’s belief that clients’ interests always come first has led her to pursue an Accredited Investment Fiduciary certification, providing her with specialized knowledge and application of fiduciary standards. With over 20 years of experience, Donna is a seasoned professional who sincerely cares about her clients. She has an extensive background in guiding a variety of individuals through an array of wealth management concerns.
The core of Donna’s practice lies in her passion for helping clients navigate through:
- Retirement planning
- Estate Planning
- Insurance Planning
- Business Planning
- Investment Planning
- Wealth Management
In her spare time, Donna enjoys time with her family, traveling and reading. She also likes to spend time outdoors, engaging in activities such as camping, hiking and swimming.
The value that Donna C. Gestl , along with Prosperity – An EisnerAmper Company, provides goes far beyond the investment component. By adhering to a comprehensive approach to wealth management, key areas that are critical to a client’s financial success are addressed: Tax Planning, Retirement Analysis, Estate Planning, Insurance Planning and Business Planning. This proactive approach enables Donna, and Prosperity – An EisnerAmper Company, to build strong relationships with every client while delivering results.
*The Five Star Wealth Manager award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The 2022 Five Star Wealth Manager Award covers January 1st 2021 through December 31st 2021.