Donna Sowa Allard , , CFP , AIF ®, AIF ®
Certified CERTIFIED Financial FINANCIAL Planner PLANNER ™ Professional
Sowa Financial Group , Inc .
14 Breakneck Hill Road , Suite 202 Lincoln , RI 02865 401.434.8090
sowafinancial . com
DONNA When Donna SOWA Sowa ALLARD Allard GUIDES , CFP ®, AIF HER ® CLIENTS joined Sowa TO formulate Financial long Group term sixteen goals , and years put ago them , she on knew the path that to best achieve serving their this goals well-established through planning firm and and its investing clients . meant Her days developing include client a focus meetings on , and , portfolio a love for reviews , helping , research people and gain planning clarity around for clients their and money she to spends retire some with time confidence each day . By reading- promoting
there a holistic so approach much to be to learned retirement , and planning so many and perspectives portfolio management to consider ! , Donna Donna helped became define a Certified
Sowa Financial
Financial
Group
Planner
’ s service ™ professional model because valuesbased has planning always felt and a commitment calling toward to education the clients ,’ and best was interest inspired . by she the work she saw her father doing . To be an effective financial planner we Donna must serves educate professionals clients about and how families to make here in their New money England work and for across
them country , and the , creating impact plans of their around decisions their unique on their challenges future . and helping them Donna use their ’ s job money gives her with the intention opportunity , to live to out help their people values in now a way and that
has through both retirement immediate . She and specializes long term in effects working on with their those life . Making planning for an thoughtful early retirement , as there are unique challenges and planning opportunities decisions to consider now . can mean having more choices about how , when and where to retire , and the legacy you leave to future generations of your family Donna . is It a also frequent allows contributor her to earn on a local living news with offering flexibility expertise , which on means I financial can be present matters for of public my family interest when , and it has matters been most sharing . Contact advice on Donna the
to world help of plan money your and financial finance future for more . than a decade as co-host of the popular radio show and podcast : Don Sowa ’ s MoneyTalk .
Securities offered through Commonwealth Financial Network ® , member FINRA / SIPC , a Registered Securities offered Investment through Adviser Commonwealth . Fixed insurance Financial products Network and ®, member services FINRA and advisory . org / SIPC services . org . offered Sowa Financial by Sowa Group Financial , Inc is Group a Registered , a Registered Investment Investment Adviser . Adviser Advisory , are services separate offered and through unrelated Sowa Financial to Commonwealth Group , Inc . are . separate and unrelated to Commonwealth .
100 Westminster Street , Suite 110 Providence , RI 02903 401.608.1691 • 804.363.6853 berkshirebank . com
Cristina Donna S Sowa . Feden Allard , CFP , AIF
SVP , Certified Regional Financial President Planner Eastern CT and RI
Berkshire Sowa Financial Bank Group , Inc .
As Regional President , Cristina is charged with bringing all of
DONNA
Berkshire Bank ’ s SOWA lines of ALLARD business together
GUIDES to HER achieve
CLIENTS a best-inclass customer
TO formulate experience long term
. In goals addition
, and , she put spearheads them on the the path Bank to ’ s community achieve involvement their goals through through philanthropic planning and endeavors investing such . Her as grant giving and volunteerism days include .
client meetings , portfolio reviews , research and planning for clients and she spends some time each day reading-
Cristina there prides is herself so much in to being be learned a results-driven
, and so many professional perspectives with nineteen to consider !
Donna became a Certified Financial Planner years of experience including originating , structuring and ™ underwriting professional because deals .
She includes she has among always her felt greatest a calling strengths toward a strong education customer-focused
, and was inspired by orientation the , work well-developed she saw her organizational father doing . skills
To be and an strong effective interpersonal financial planner skills . we must educate clients about how to make their money work for them , and the impact of their decisions on their future .
Cristina lives Donna by a ’ s few job powerful gives her business the opportunity philosophies to help
. She people believes in a at way the that core of has every both business immediate is the and need long to build term and effects retain on relationships their life . Making
. Communication thoughtful and follow-up are how one distinguishes oneself , and honesty is the most important decisions tenet now
. can mean having more choices about how , when and where to retire , and the legacy you leave to future generations of your
Her education family . includes It also allows a Master her of to Business earn a living
Administration with flexibility from , which the College means of William I can and be Mary present
. She for graduated my family magna when cum it matters laude most with . a Contact Bachelor Donna of
Science to in help Business plan Administration your financial future from the .
University of Richmond .
Securities offered through Commonwealth Financial Network ® , member FINRA / SIPC , a Registered Investment Adviser . Fixed insurance products and services and advisory services offered
Member by FDIC Sowa . Financial Equal Housing Group , a Registered Lender . Investment Adviser , are separate and unrelated to Commonwealth .
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