Donald C. Horne, CLU®, CFP®, AIF®

Donald C. Horne, CLU®, CFP®, AIF®

Principal, CLU®, CFP®, AIF®

Phone: 401-244-3200 Ext. 240
Fax: 401-244-3223
E-mail:


 

Donald C. Horne, CLU®, CFP®, AIF®, a principal of Pioneer Financial Group, and a Financial Advisor, has served as the firm’s Vice President since its founding in 1999.  Don is an entrepreneur who specializes in the Financial Services Industry. 

Leading through a process of education and planning, Don’s primary focus is his personal financial services practice. He works with his clients to develop sound strategies for today and into the future.  He challenges his clients to take the time through the planning process to discover the things that are most important to them.  Along the way, he identifies strategies to help maximize the choices they have in life and to minimize risks and the potential for loss. 

Don believes in continuing education and currently holds the Series 6, 7, 24, 63, & 65 registrations as well as his Life, Accident, and Health producers’ license.  He is registered in RI, CT, MA, FL, NC, NH, IL, and VA.  Don is recognized as a qualifier for the Million Dollar Roundtable (MDRT), a premier financial services association that is made up of only the top 1% of insurance and financial services professionals worldwide. 

Education has always been part of Don’s philosophy both as an advisor as well as a community leader. He is a member of the Estate Planning Council of Rhode Island; GAMA International; the RI Society of Financial Services Professionals; and the National Association of Insurance and Financial Advisors (NAIFA) and is a Past President for the local NAIFA-RI Chapter. 

Don is also an instructor for a six hour retirement planning class held at the University of Rhode Island.  The class has brought retirement planning strategies to hundreds of couples in the southern Rhode Island community.  Don is a contributor and volunteer to the Special Olympics and other charitable organizations.

Don earned his Bachelor’s of Science in Finance from the University of Rhode Island in 1992 and continued that education with the American College, completing five modules and a two and one half day comprehensive exam to earn his Certified Financial Planner (CFP®) designation.  In addition, Don has earned his Chartered Life Underwriter (CLU) designation and his Accredited Investment Fiduciary (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Through the AIF® designation, he has received formal training in investment fiduciary responsibility.

Don maintains a second office in Westerly, Rhode Island.  Don is a registered representative and investment advisor representative of Securian Financial Services, Inc.

Don resides in West Greenwich, Rhode Island with his lovely wife, Lisa and their two children, Maya and Charlie.

 

504363-5-17-2012