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Donna Weidl CDFA®, CFP®, CPWA®, CRPC®
Merrill Lynch
1424 State Street |
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As a trusted Financial Advisor, Donna understands the unique challenges presented for you and your loved ones during this often emotionally strenuous life transition. While your attorney focuses on the legal ramifications, Donna will focus on the financial aspects of your divorce; identifying and addressing common and costly pitfalls to avoid both during and after the divorce is final. This is a process you should not undertake alone. It is important to work with a financial professional who takes the time to gain a clear understanding of your unique situation. As a part of your divorce team, Donna is committed to providing you with a strategy that will address your short term needs and long term objectives to achieve a secure financial future for yourself and your children. Donnas’ training and expertise are in comprehensive wealth management strategies, retirement solutions, and divorce and life transition planning. Donna Ibarra has been a resident of Santa Barbara for 19 years and graduated Cum Laude from California State University Channel Islands with a degree in Global Business Finance. She served as a member of Gama Beta Phi Honor Society and was recognized for excellence in public service aiding at risk youth programs. Donna currently serves as an active member of Kiwanis Santa Barbara. "One of my deepest held principles is to serve those that are in need. It would be my privilege to help you make this difficult transition and achieve your life’s aspirations." Donna Ibarra |
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800.875.1760
