HBKS Leadership
HBKS Advisors

Donna Kline, MBA, CDFA, combines experience as an investment broker and wealth manager, a proven approach to long-term financial planning and the unique skills of a Certified Divorce Financial Analyst (CDFA) to help a divorcing client understand and address the associated financial issues and helping them in obtaining a fair and equitable divorce settlement. She directs the HBKS® CDFA practice out of the firm’s Pittsburgh offices.

As a Financial Advisor, Ms. Kline is dedicated to helping individuals and businesses develop financial and investment strategies that align with their specific investment needs, financial objectives and individual risk tolerance. Her mission is to provide each client with comprehensive financial advice delivered with the highest level of personal service and professional integrity.

Ms. Kline’s background includes seven years in Chicago as a derivatives broker, the first female to hold such a position. Ms. Kline then went on to help build the morning financial news program at Bloomberg Television in New York City. She was their on-air Financial Markets and Economics Editor for three years. Ms. Kline vacated her position to raise her two daughters as a stay-at-home mom. In 2013, she returned to her profession managing Wells Fargo Advisors’ CDFA initiative out of their Pittsburgh office. She joined HBKS® Wealth Advisors in 2015.

Ms. Kline is the author of Fundamentals of the Futures Market, published by McGraw-Hill in 2000, and has contributed numerous articles to various magazines, including Futures Magazine and Bloomberg BusinessWeek. She is a member of the Institute for Divorce Financial Analysts (www.institutedfa.com), International Academy of Collaborative Professionals (www.collaborativepractice.com) and The Collaborative Law Association of South Western PA (www.clasplaw.org). She holds a B.S. in Genetics from University of California at Davis, and an MBA from Santa Clara University.

FEATURED ARTICLE:
RADIO INTERVIEW:
FEATURED ARTICLE:
FEATURED ARTICLE:
© 2011-2017 HBKS Wealth Advisors. All rights reserved.