Donna Potiker, CFP^®

Partner & Director of Operations

Donna is a Partner and the Director of Operations at SageMint Wealth. With her caring and compassionate approach, she drives to understand each client’s unique situation. Donna is a proficient communicator who enjoys learning new things and expanding her already versed skill set. She is a natural leader who elicits the best from her team.

Donna received her Bachelor of Science in Business Administration from San Diego State University and her MBA in Entrepreneurship and New Venture Management from the University of Southern California. She is also CERTIFIED FINANCIAL PLANNER™ and holds her FINRA Series 7 securities license through LPL Financial.

Donna grew up in Palos Verdes, California. Prior to her financial advisory career, she worked as a senior financial analyst at Hughes Aircraft Corporation in El Segundo, California. She supports local women’s sports teams and in her free time she enjoys traveling, attending sports events, and spending time with family and friends.

Donna Potiker is a Registered Assistant with, and securities offered through LPL Financial. Member FINRA/SIPC.