Page 5 - MarketingPlan

Awards, Affiliations & Certifications
• Chartered Financial Analyst
• Certified Financial Planner
• B.S. in Finance, California State University
• Member, Chartered Financial Analyst Society of Sacramento
• FAA Part 107 Certified
• Member, Sacramento Association of Realtors
Donnie Nielsen, CFA, CFP Realtor
Lic #02062431
916.628.3694 Donnie@VistaOaksRealty.com
With a background in financial planning and financial analysis, Donnie has a passion for analyzing problems and helping families navigate their biggest financial decisions. In addition to helping families buy or sell homes, Donnie is also passionate about educating families about the home buying or selling process through seminars and webinars.
Donnie is a native Sacramentoan, having grown up in El Dorado
Hills. An alum to UC Davis and CSU Sacramento, Donnie has lived and worked in Sacramento his whole life. After a successful run in the corporate sector traveling the country and managing a team of financial advisors, Donnie and Emily decided it was time for Donnie to join
the Vista Oaks Realty team full time. With a background in finance, marketing, and photography, he is a perfect addition to the team.
Just like Emily, Donnie is also committed to education and professional development. He is a Chartered Financial Analyst, a Certified Financial Planner, and holds several FINRA securities licenses.
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