Our Qualifications

Wells Fargo Advisors is pleased to present the Phelan-Difley Advisory Group of Wells Fargo Advisors.  Combining the strengths of financial advisors, Donna M. Phelan and Malinda S. Difley, the Phelan-Difley Advisory Group is a premier wealth management group, providing expertise to business owners, executives, non-profits, trusts and individual clients.  With over twenty-five years combined investment experience, Donna and Malinda have joined forces to respond to today’s complex financial environment and to better serve the needs of their clients in over twenty states nationwide.

Donna M. Phelan, First Vice President – Investment Officer, holds an M.B.A. in Finance from the University of Connecticut.  She is currently registered as a Securities Representative and holds Series 7, 63 and 65 registrations and Life, Health and Variable Annuity licenses.   In the past, Donna has taught securities and insurance law for licensing purposes in California.  Donna is a member of the South Bay Estate Planning Council, has been active in the Financial Women’s Association and has sat on numerous boards.  Donna is the author of many articles and regularly speaks on investment topics at national conferences.

Malinda S. Difley, Financial Consultant is a CERTIFIED FINANCIAL PLANNER™ professional, and an active member of the Financial Planning Association (FPA™).  She received an M.B.A. from Pepperdine University.  She holds Series 7, 63, and 65 registrations and  Life, and Variable Annuity Licenses.  As a CERTIFIED FINANCIAL PLANNER professional, Malinda incorporates long-term investment planning with a structured approach to help clients manage their wealth and reduce risk.  She emphasizes the importance of income and growth projections to ensure that Clients are on track to meet their financial goals.   Her experience includes equities, fixed income, mutual funds, insurance and annuities.  She employs both fundamental and technical analysis.

Sharon C. Rosenberg is the organizational strength behind the Phelan-Difley Advisory Group.  Sharon holds a B.A. from American University in Washington, D.C.  Sharon’s goal is to exceed Client expectations in the cheerful and efficient management of Client administration.

The Phelan-Difley Advisory Group utilizes a team-based approach to help protect Clients’ wealth.  Drawing upon the resources of Wells Fargo Advisors, LLC, the Phelan-Difley Advisory Group incorporates a team of home office specialists to help serve their clients’ diverse needs.  Their extended team includes accountants, tax analysts, estate planning attorneys, trust and benefit plan administrators. 

Wells Fargo Advisors is not a legal or tax advisor.