Donna Lea

Financial Advisor and CFP®

Donna grew up in Silver Spring, MD and lived there with her parents and two younger sisters until she went to school in California.  She studied Chemical Engineering at UCLA.  After investing blood, sweat, and tears in Organic Chemistry & Thermodynamics (among many other classes), she realized that she would prefer a different career path.  So, engineering diploma in hand, she started her own wealth management practice.  Almost 20 years in, she cannot imagine her working life any other way.

Donna resides in Orange County with her husband, Edwin and daughter, Madilyn.  In her spare time, she loves to travel, garden, and cook.  Although, these days her activities are more centered around themed birthday parties, Chinese school, and gymnastic class.  Her family has been attending Mariners Church for the last several years.

Phone (714) 633-2727
Fax (714) 912-9722