Donna E. LaScala, RFC, CDFA, CLTC
Donna E. LaScala, RFC, CDFA, CLTC is affiliated with American Portfolios Financial Services, Inc., a broker/dealer located in Holbrook, NY. American Portfolios is a progressive firm established over 15 years ago to service the needs of independent brokers.
Donna has been in the financial services profession for over 25 years working for such firms as E. F. Hutton, Shearson Lehman, American General Financial Services and AXA Advisors. Holding professional designations of RFC (Registered Financial Consultant) with IARFC Ethics Approved Status, CDFA (Certified Divorce Financial Analyst) and CLTC (Certified in Long-Term Care). Donna offers College, Divorce, Estate, Elder Care Planning and Retirement Planning solutions to her clients. She is dedicated to providing a personalized approach to meet each client’s needs and individual goals.
Donna received her CDFA designation, has extensive training as a Mediator, is a member of the New York State Council on Divorce Mediation, is trained as a Collaborative Financial Neutral and is a member of Long Island Collaborative Divorce Professionals (LICDP). In this capacity, she assists in the valuation of assets during separation and divorce proceedings including retirement accounts, personal accounts and closely held small businesses.
Over the course of her career, Donna has achieved the following distinctions and received various awards – Million Dollar Roundtable Member, Executive Council Member (Oppenheimer), Gold Mentor (AXA Advisors), Outstanding Performance Awards – American General, AXA Advisors and Nationwide Life Insurance.
Donna is a Cum Laude graduate of Queens College CUNY with a Bachelor of Arts and the mother of two daughters.