Name: William Donaldson, CFP®, EA, CDFA™ Designations: CERTIFIED FINANCIAL PLANNER™ practitioner Certified Divorce Financial Analyst™ Description of Practice: WILLIAM DONALDSON, CFP®, EA, CDFA™ is co-founder and Principal of The Vista Companies, a group of financial services firms located in Newtown, CT. Active with several local universities, Mr. Donaldson also established and oversees an internship program at Vista through which he helps students learn about the financial services industry. His strong desire to help others initially drew Mr. Donaldson into a career with the CT State Police. Now retired, he fulfills this same desire by serving his clients as a trusted financial advisor, helping them work through challenges and achieve their financial goals. In addition to the CERTIFIED FINANCIAL PLANNERTM practioner, Enrolled Agent (with the IRS) and Certified Divorce Financial Analyst designations, Mr. Donaldson is also a divorce mediator, Registered Investment Advisor and Registered Securities Principal. He is currently Co-President of the Connecticut Council for Divorce Mediation and Collaborative Practice, serves on the Board of Directors for the Association of Divorce Financial Planners, and is a member of the CT Bar Association. Company Name: The Vista Companies Address: 153 South Main Street, Newtown, CT 06470 Phone: 203-426-6214 ext. 206 Fax: 203-426-6614 Website: www.MyDivorceSupport.com Email: bill@vista-financial.com << Back CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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