Holly Donaldson

CFP®, MBA, MA

Holly Donaldson Financial Planning, LLC

Financial Advisor

Holly Donaldson

CFP®, MBA, MA

Holly Donaldson Financial Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Holly Donaldson, CFP®, MBA, MA

Fee-Only Financial Planner serving Tampa, St. Petersburg, Clearwater, and surrounding areas.

Holly P. Donaldson, CFP® is a St. Petersburg, FL fee-only financial planner. Holly Donaldson Financial Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Holly Donaldson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Business Background:  Holly has been a featured speaker on behavioral economics, finance, and the banking system, in diverse venues, from college classes to large groups of business owners.  She has developed courses for instruction both at the university level and as CE for CPA’s. Holly recently published The Mindful Money Mentality: How to Find Balance in Your Financial Future (Porchview Publishing LLC, www.porchviewpublishing.com/book/, $17.95)

In 2006, based on her experience gained over 20 years as a corporate and private banker, Holly concluded that small business owners and successful executives often have substantial unmet needs for integrated personal and business financial plans. Holly has built her practice around providing these clients sophisticated financial planning and access to professionals who implement this integration. She wrote The Mindful Money Mentality for individuals and couples who lack confidence about their transition from earning and saving to spending and investing.  

During her banking career, Holly was nominated by one of her clients and featured in Inc. magazine as a “Banker You’ll Love.” 

Education:  Holly holds 2 master’s degrees from the University of South Florida: an MBA in Finance and MIS (1998);  and a Master of Arts in Economics (2007).  She received her B.A. in Economics from Davidson College (1986).  Holly has been a CFP® certificant since 2004.  

Professional:  Holly currently serves as NAPFA's Chair of the Leadership Development Committee.  Holly’s other professional associations include the Tampa Bay Estate Planning Council (past Board Member), the National Speakers Association (Associate Member) and Toastmasters International (past Area Governor).  She received recognition as a Distinguished Toastmaster (DTM)  in May 2009.  She is a 2006 graduate of Bob Pike’s Train-the-Trainer Boot Camp.  She has trained sales professionals in public speaking at the Sandler Sales Institute in Tampa, Florida and has over 300 hours of professional sales training at the Institute.  Her workshops and training now concentrate on learning to manage money conversations between husbands and wives; parents and kids; and clients and financial professionals.

Community: Holly has enjoyed volunteering as an Advisory Board member of the Tampa Independent Business Alliance, Junior Achievement, chairing the local United Way’s Audit Committee, and speaking on behalf of LifePath Hospice.  Holly is a 2001 graduate of Leadership Tampa.

Personal:  A Florida native who studied in India, Holly enjoys cooking Asian food.  She occasionally scuba dives, snow skis, and picks at the piano.  She has no kids, no pets, and all plants entrusted to her care have passed on.

Contact Information:

Phone:  813-781-8040

Holly Donaldson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Holly Donaldson Financial Planning, LLC's origins go back to 2007, when we first began providing objective, third-party, fee-only financial analysis, planning and education on an hourly and fixed-fee basis.  We do not touch our clients' money but help them strategize and integrate their business and personal finances. We sell no products other than the product of our own expertise, experience and creativity in helping our clients reach their goals.

How may we help you?
Our clients often come to us with very important concerns on their mind.  For example:

  • What if I outlive my money?
  • How do I know how much is "enough" for me and my family?
  • It feels as though my financial life has been put together piecemeal.
  • I thought I was getting a relationship with a financial professional, but all I got was a transaction.
  • I'm not sure my financial professional really understands my goals - or what I'm all about.
  • How can I tell, exactly, what I'm spending to have my finances managed?

These are important concerns, worthy of serious answers.

With over 30 years in financial services, as well as an M.B.A., a Masters in Economics and a Certified Financial Planner designation, Holly built a practice by providing clients with sophisticated planning and access to proven professional teams.

As a fee-only financial planning practice, Holly Donaldson Financial Planning, LLC  receives no referral fees or commissions from third parties.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Planning for Fellow Planners

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Holly Donaldson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Holly Donaldson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Holly Donaldson

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Office Locations:

  • 970 Lake Carillon Drive
    Suite 300
    St. Petersburg, FL 33716

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