Donna Kline combines experience as an investment advisor and wealth manager, a proven approach to long-term financial planning and the unique skills of a Certified Divorce Financial Analyst™ (CDFA™) to help a divorcing client understand and address the associated financial issues and helping them in obtaining a fair and equitable divorce settlement. She directs the HBKS™ CDFA™ practice out of the firm’s Pittsburgh offices. She is trained in the collaborative legal process as well as mediation.
As a CDFA™, Ms. Kline helps her clients understand the impact of divorce on their financial portfolios, how their outlook for retirement might have changed, how they can properly obtain insurance for support and payments and streamline the financial aspects of the process so all parties are able to move on and begin building their new lives. Her deliverable: a documented recommendation for an equitable settlement.
As a Financial Advisor, Ms. Kline is dedicated to helping individuals and businesses develop financial and investment strategies that align with their specific investment needs, financial objectives and individual risk tolerance. Her mission is to provide each client with comprehensive financial advice delivered with the highest level of personal service and professional integrity.