Bradd Donovan, AIF®

With 19 years of qualified retirement plan experience, I specialize in the small to mid-size market. From 2007 to 2016, I was a Director of Sales in Southern California for Principal Financial Group and Securian Financial Group, where I drove sales for 401(k), 403(b), profit-sharing, and defined benefit plans. In 2017, I joined Catalina Capital Group, LLC as Managing Director of Corporate Retirement Plans to provide direct financial advisory services to corporate clients and later joined CW Advisors.