Phone Number: (831) 421-9361
4145 Clares Street, Suite H
Capitola, CA 95010 United States
Ercilia Donnelly provides a simple, clear, and focused approach to financial planning and goal setting. She holds a Doctorate Degree in Organizational Leadership. Her doctoral dissertation California School Teachers: Retirement and Financial Satisfaction is a study of the factors leading to the ability to retire early (55 years) with adequate resources. She earned her B.A. from University of California at Santa Cruz and her Master of Arts degree from San Jose State University.
Ercilia started working for Zuk Financial Group in 2005 and took over ownership in 2016. She has twenty-seven years of combined experience in Education and the Financial Services industries. She holds licenses for FINRA Series 6, Series 7, and Series 63 with LPL Financial; and FINRA Series 66 with Valley Wealth Strategies; Long Term Care; and Life Insurance. Ercilia also holds a Behavioral Finance Advisor (BFA) designation. Ercilia is frequently invited to present at seminars for a variety of businesses, professional organizations, and public entities. When she is not assisting clients Ercilia likes to spend time with her husband, Mark, and their young sons, Marco and Emilio. She also enjoys cooking and entertaining for friends and family
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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