Phone Number: (831) 421-9361
4145 Clares Street, Suite H
Capitola, CA 95010 United States
Ercilia Donnelly is a Registered Representative with Zuk Financial Group and is located in Capitola, California. She holds FINRA Series 6 and 63 with LPL Financial registrations and is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.
Ercilia holds a Doctorate in Education and is a former school district administrator, Principal, Vice-Principal, and bilingual elementary school teacher. She uses her teaching experience and her knowledge of the field of education to work with her clients and design strategies to assist them with their dreams of a financially secure retirement.
Ercilia has lived on Monterey Bay for over 15 years. She is married to an elementary school principal and is the proud mother of two boys.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
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