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Donna Gestl

Donna Gestl, CFP®, AIF®

Senior Vice President

dcg@prosperityconsult.com
800 Red Brook Boulevard, Suite 300
Owings Mills, Maryland 21117

Donna C. Gestl, CFP®, AIF® is Senior Vice President and a Partner at The Prosperity Consulting Group, LLC. Donna specializes in financial planning services and investment advice for business owners, non-traditional families and families with special needs children. She is passionate about educating clients through independent advice and financial options, empowering them to make the best financial decisions. Donna’s belief that clients’ interests always come first has led her to pursue an Accredited Investment Fiduciary certification, providing her with specialized knowledge and application of fiduciary standards. With over 20 years of experience, Donna is a seasoned professional who sincerely cares about her clients. She has an extensive background in guiding a variety of individuals through an array of wealth management concerns.

The core of Donna’s practice lies in her passion for helping clients navigate through:

  • Retirement planning
  • Estate Planning
  • Insurance Planning
  • Business Planning
  • Investment Planning
  • Wealth Management

In her spare time, Donna enjoys time with her family, traveling and reading. She also likes to spend time outdoors, engaging in activities such as camping, hiking and swimming.

The value that Donna C. Gestl , along with The Prosperity Consulting Group, LLC, provides goes far beyond the investment component. By adhering to a comprehensive approach to wealth management, key areas that are critical to a client’s financial success are addressed: Tax Planning, Retirement Analysis, Estate Planning, Insurance Planning and Business Planning. This unique and proactive approach enables Donna, and The Prosperity Consulting Group, to build strong relationships with every client while delivering results.

Building Relationships | Delivering Success®
The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
800 Red Brook Boulevard, Suite 300
Owings Mills
Maryland
21117
United States