Donna M. Cheswick
“Life is not about waiting for the storm to pass….it’s about learning how to dance in the rain!” Vivian Greene
Donna M. Cheswick, CDFA®, Financial Advisor
Donna graduated from Duquesne University in 1987 and has worked in the financial services industry her entire career. She provides objective financial guidance and unbiased investment advice to retirees, pre-retirement clients, professionals and business owners. Donna is passionate about educating and empowering her clients to help them achieve lifelong financial independence. Valuable listening skills, attention to detail, and empathy are what helps her understand her client’s short- and long-term financial goals and to build investment portfolios to match those goals.
Since 2008, Donna has been a Certified Divorce Financial Analyst® and through Cheswick Divorce Solutions LLC, helps individuals, couples and family law attorneys better understand the financial complexities surrounding divorce and illustrates the long-term effects of alternative settlement proposals. She wholeheartedly supports non-litigated divorce and is a trained Divorce Mediator and financial neutral in collaborative divorce.
Donna presents national and local seminars/workshops on a variety of topics relating to finance and divorce and she has authored numerous articles that have been featured in local/national print, online publications, podcasts and radio.
She remains active in both professional and local organizations. She is a member of the Institute for Divorce Financial Analysts (IDFA) and a member of the Collaborative Law Association of Southwestern PA (CLASP).
Donna, and her husband David, reside in Penn Township. They have two grown sons.
Education:
- Duquesne University, School of Business – BS/BA
Certifications:
- Certified Divorce Financial Analyst® (CDFA®)
- Certified QDRO Specialist (CQSTM)
- FINRA Series 7, 63, 65 Licenses
AWARDS:
- Five Star Wealth Manager for 2012, 2013, 2015 – 2025
- 2023 IDFA Lifetime Achievement Award
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information go to www.fivestarprofessional.com.
The Institute for Divorce Financial Analysts® Lifetime Achievement Award (2023) is presented annually to current or former CDFA professionals. Recipients must have had CDFA in good standing, no disciplinary actions and be an example of the ethical standards of the IDFA.
Ms. Cheswick’s email address is dcheswick@medallion-wealth.com