Donald McVay
Senior Counsel @The Guardian Financial Group
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WORK HISTORY
Senior Counsel @The Guardian Financial Group
San Diego, CA, US
Responsible for advising high net worth individuals and businesses with respect to their tax and estate planning issues, trusts, investments, real estate, credit, and other wealth management issues, real estate and related litigation, employment law and controversies, and labor law compliance• Maximize business returns by maintaining close client relationships to ensure clients’ financial goals are met• Generates nearly 100 percent of client base through networking program, centers of influence, and client referrals
SKILLS
ABOUT DONALD MCVAY
Senior Counsel at Rancho Santa Fe Law Group, APC
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