Andru DonatelliLEGAL COUNSEL

ANDRU DONATELLI
Contact Details
Areas of Expertise
  • Corporate Law
  • Estate Planning
  • Trusts
  • Retirement Planning
  • Wills
  • Financial Advice
Qualifications
  • JD-MBA, Law & Business
  • BS, Commerce

Andru has many years of broad-based legal and executive experience, having also worked for major corporations in management capacities and worked internationally.

As a dynamic speaker and coach over the last 15 years, Dru has presented to and trained thousands of financial advisors nationally in the areas of business, financial and estate planning, retirement income planning, charitable strategies, and insurance planning. These advisors represent major wirehouses such as Merril Lynch, UBS, Morgan Stanley, independent firms such as LPL and Raymond James, and Key Bank and CUSO, among others.

Dru received his Bachelor of Science (Commerce) Degree Cum Laude from Santa Clara University, where he also received his Juris Doctorate (JD) and Masters in Business Administration Degrees (MBA).

Publications

  • What kind of retiree will you be?

    What kind of retiree will you be? Most people have a retirement dream, whether it be travelling the world, retiring in a popular expat destination or moving to the countryside. As everyone’s plans are different, it is unlikely that everyone’s retirement strategies are the same. One commonality is that no matter what you want in

    December 7, 2022
  • Markets last week 05/12/2022

    United States During the week, major US equity indexes finished higher, boosted by the possibility that the Federal Reserve might slow the pace of interest rate hikes. The S&P 500 Index’s growth stocks outperformed their value counterparts, while the technology-heavy Nasdaq Composite Index posted good gains. The Dow Jones Industrial Average also took a breather

    December 6, 2022
  • UK Housing Market 2023 Predictions

    Summary Zoopla, Lloyds and Savills are all predicting house prices to fall next year The depth and length of the slump is likely to be short, with prices expected to begin rising again relatively quickly Rental demand is far ahead of rental supply Rental values continue to rise Landlords who buy studio, 1-bed and 2-bed

    December 1, 2022
  • How to handle a stock market crash

    How to handle a stock market crash Here is what our advisers recommended on how to handle a stock market crash: Buy low Leave your portfolio alone Cut losses Diversify Invest in bonds Retail investors tend to be wary of stock market volatility and the fear of a market crash. A lot of people saw

    November 29, 2022

How can we help you?

If you would like to speak to one of our advisers, please get in touch today.

Contact Us