Donald C. Horne
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 planning 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 financial 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, CA, FL, IL, MD, MA, NH, NY, NC, SC, and WV.
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; and the National Association of Insurance and Financial Advisors (NAIFA) and is a Past President for the local NAIFA-RI Chapter.
Don also conducts educational seminars as part of his financial advisor practice and offers a six-hour retirement planning class held at the University of Rhode Island. The retirement planning class has brought retirement planning strategies to many in the southern Rhode Island community.
Don is a volunteer to the Special Olympics and a contributor to other charitable organizations. He is also the President of the Lisa Rego Horne Memorial Foundation, a 501(c)3 established in 2017 following his late wife’s courageous fight against Lymphoma.
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 two children, Maya and Charlie and his fiancé Julie-Ann.
Membership Organizations - Million Dollar Round Table - MDRT
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Securities and Investment Advisory Services offered through Securian Financial Services. Member FINRA/SIPC. Pioneer Financial Group is independently owned and operated. 117 Metro Center Blvd, Suite 2008 Warwick, RI 02886 PH: 401-244-3200. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Website: www.pioneer-financial.com. 2428235-2-21-19