Industry: Social Services

Andrew J. Donovan, Ph.D., CFP, is a professional who integrates financial planning expertise with a deep commitment to social well-being and community service. While widely recognized for his financial consulting, Dr. Donovan also actively supports clients facing life transitions by offering guidance that considers both financial and emotional aspects, aligning with social services principles. He often works with individuals navigating challenging circumstances such as divorce, the loss of a loved one, or retirement, providing structured and empathetic support. His approach is distinguished by a focus on creating financial stability in conjunction with personal well-being.

Through seminars, workshops, and one-on-one consultations, Dr. Donovan shares tools to empower individuals, especially seniors and vulnerable communities, to make informed decisions that prioritize both their financial and social needs. His background as a Ph.D. and Certified Financial Planner® allows him to bring a unique, holistic perspective to his counseling strategies. He is also known for his involvement in local organizations that promote financial literacy, mental health, and elder care. These efforts reflect his broader mission of helping clients build a foundation for long-term, sustainable wellness in every aspect of life. His compassionate, educational approach places him at the intersection of financial and social services.

Key Services:

– Life transition counseling (divorce, loss, retirement)
– Financial wellness education with a focus on emotional well-being
– Support for seniors and vulnerable populations
– Community education workshops on financial literacy
– Guidance around caregiving and long-term planning
– Collaboration with social service organizations for holistic client care