Eqis Institutional with Don Wilkinson




Eqis Institutional with Don Wilkinson


Segments

Segment One
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Guest

Don Wilkinson
Consultant/Independent Contractor
Eqis Institutional

Don Wilkinson is the owner of a wealth management firm in Newport Beach, California.  His firm specializes in Asset/Risk Management & Estate Planning for wealthy and affluent clients.  Don’s business career began 30 years ago where he served as a corporate asset manager for a Fortune 500 Company prior to the establishment of his own company targeted to business owners and retired affluent individuals.
A business graduate of Florida State University, he is President of DFW & Associates, Inc. a registered investment advisor with the state of California.  Don is listed in “Who’s Who of California” for his accomplishments and contributions in the asset/pension plan asset management segment of the Wealth Management Industry.
He is a popular industry speaker and consultant on portfolio and estate planning principles to all levels of advisors within the financial industry.  He is a financial author and with his first book about money management with institutional managers was endorsed by Ken Fisher of Forbes Magazine.
Don is active in local community activities in the Newport Beach and Corona Del Mar areas.  He is married and lives in Newport Beach, California.

Website:  www.eqisinstitutional.com

E-Mail: dwilkinson@eqisinstitutional.com    Phone: 888-858-1110 x727


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