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Donna Lea

Certified Financial Planner


P: 818 501 5205
F: 818 501 5205

E: kcummings@royalaa.com
 

13636 Ventura Blvd. #407,
Sherman Oaks, CA 91423


Assistants:
Sherri Mauri 
E: smauri@royalaa.com
Tony Mauri
E: tmauri@royalaa.com


 

Our clients are the motivation behind our financial planning firm. We bring extensive financial experience to help clients become better stewards of their resources. Working with an independent broker-dealer allows us to have access to a wealth of knowledge. With this information, we are able to provide our clients with strategies appropriate to them.


Just as we strive to live a purposeful life, Financially Yours strives to run a meaningful practice. Meaning comes in the form of knowing, caring, and growing with our clients. While we cannot control the financial markets, we certainly can control the level of service and commitments we offer our clients. We serve our clients with a pro-active approach while providing personalized service. Competency, reliability, and integrity are our foundation to provide sound financial planning.


It is our desire that through our practice, we are able to help individuals and change lives. And perhaps, through each individual we come in contact with, we are given an opportunity to make a difference.


Our clients are the cornerstone of our financial planning practice and that’s why they are the driving force behind what we do!

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The financial advisors at NWF Advisory offer securities through Royal Alliance Associates, Inc. Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Some advisors of NWF offer investment advisory services through Royal Alliance Associates, Inc., a registered investment adviser. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. Many of the advisors at NWF Advisory are also investment advisor representatives of NWF Advisory Services, Inc., a Registered Investment Adviser. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

 

Royal Alliance Associates does not offer tax or legal services. Listed entities are not affiliated with Royal Alliance Associates, Inc.

© 2020 NWF Advisory Group