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Irina Gabidullina

Investment adviser representative at Donalies Financial Planning, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$204.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

18 years in the industry.

  1. Donalies Financial Planning, LLCJan 2025 to now
  2. Gallant Financial PlanningOct 2016 to Dec 2024
  3. Lighthouse Financial Planning, LLCOct 2011 to May 2017
  4. A&i Dream Island, LLCJul 2008 to Feb 2021

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (MD).

Donalies Financial Planning, LLC

$204.5MAssets managed
135Clients
4Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7205882
Firm CRD
164700
Advisor's SEC record (opens in a new tab)
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