Carol Ann Donahue, ChFC®, AIF®
Guiding clients towards realizing their vision of security and fulfillment
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Serving Clients Nationwide
Guiding clients towards realizing their vision of security and fulfillment
Areas of Focus
- Business Owners
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Planning
- Investment Management
- Life Insurance
- Retirement Planning
About Carol Ann Donahue, ChFC®, AIF®
Carol Ann has been in the financial services industry for over 15 years, and she is passionate about guiding clients toward realizing their vision of financial independence, fulfillment, and dignity. Carol Ann understands that finances are personal, and she enjoys creating a safe environment where clients feel comfortable discussing their goals and concerns. A teacher at heart, she uses her knowledge to lead clients through the process of plotting their path to retirement, providing an education for dependents, legacy creation, or simply demystifying the investment world. Through conversation and discovery, Carol Ann addresses the elements that are often unfamiliar to clients, so that together, they may move toward realizing and prioritizing the necessary steps for success.Carol Ann holds her Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®) designations. As well as holding her ChFC® and AIF® designations, she also holds her Series 65 license with WCG Wealth Advisors, as well as a Life and Health Insurance license in the state of California. Carol Ann graduated from San Diego State University with a Bachelor of Arts degree in English and Comparative Literature in 2026.
Carol Ann lives in Rancho San Diego with her husband Morgan and their dogs, Quinn and Willow. The empty nest couple shares three sons, and they recently welcomed their first grandchild. Carol Ann serves on the Board for Soroptimist International North San Diego, and she enjoys reading, entertaining, and running.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Chartered Financial Consultant (ChFC)
Primary Location
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About FIDES Wealth Strategies Group
FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path toward attaining and maintaining financial independence.As independent wealth managers and financial planning professionals, we earn our clients' trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience.
Who We Serve
We work with individuals and families who value guidance, clarity, and a long-term relationship. We partner with pre-retirees and retirees navigating the complexities of retirement planning, and we serve professionals who are high income earners and/or have much of their net worth tied up in company stock and benefits plans. We also help High-Earner-Not-Rich-Yet (HENRY) individuals optimize their income through strategic planning, and we provide guidance to business owners looking to optimize their finances and plan for long-term growth.
Our Services
Our services include comprehensive financial planning, investment management, retirement planning, estate planning, business services, college planning, employee benefits, and insurance planning.
As your Personal CFO, we bring the full spectrum of wealth management capabilities and resources necessary to address complex financial needs, coordinating the many aspects of your financial life and continuously monitoring your investment strategy.
Why Work With Us
We believe confidence comes from knowing you are working with someone you can trust. Every successful financial journey starts with a conversation and a plan built around what matters most to you, and our process is designed to be thoughtful, collaborative, and entirely focused on your vision.
Carol Ann Donahue is an investment advisor representative of The Wealth Consulting Group an SEC-registered investment advisor, doing business as FIDES Wealth Strategies Group. CA Insurance Lic. #0I97891. WCG 26-153
Education
San Diego State University, Bachelor of Arts, English and Comparative Literature
Hobbies and Interests
- Entertaining
- Exercising
- Reading
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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