Donna Robert, Financial Services Professional with Nylife Securities LLC

Home
United States
Glendale, CA
Donna Robert, Financial Services Professional with Nylife Securities LLC

Directions Website

Registered Representative offering securities,
products, and services through NYLIFE
Securities LLC I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

801N. Brand Blvd., Penthouse
Glendale, CA 91203
424 388 6039 mobile | E: [email protected]

10/29/2026

When a loved one may need residential long-term care, knowing what to look for can make a difficult decision more manageable.

AARP highlights practical considerations, including touring more than once, reviewing inspection reports, understanding costs and coverage, asking about staffing, and evaluating daily activities. Planning before a crisis can give families more time to compare options and involve the person who may receive care.

Learn more from AARP: https://bit.ly/47NygXU

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/3WhiXEa

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/22/2026

Learn about the common mistakes made in filing the FAFSA and how to help avoid them.

I barely scratched the surface with my previous column about filling out the 2027-2028 Free Application for Federal Student Aid (FAFSA). Here’s more from my interview with Mark Kantrowitz, financial aid expert and author of “How to Appeal for More College Financial Aid”: Q. What are some commo...

10/20/2026

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries.

With college costs rising families can adapt by planning early. Here are practical ways to save for tuition.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4jiUwzN

If it gets you thinking about your own plans, send me a message.

10/10/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

Address

801 N Brand Boulevard Penthouse
Glendale, CA
91203

Website

https://www.newyorklife.com/agent/drobert

Alerts

Be the first to know and let us send you an email when Donna Robert, Financial Services Professional with Nylife Securities LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.