Nick Donaldson

Mortgage Loan Officer at Efinity Mortgage

Nick Donaldson, CDAA®, is the founder of Investment Fiduciary Planners, LLC, established in February 2015, where the focus is on providing transparent financial advice through a flat fee structure. Additionally, Nick founded CryptoRothIRA.com in July 2021, facilitating the rollover of various retirement accounts into Cryptocurrency IRAs. Nick serves as a Mortgage Loan Officer at Efinity Mortgage since August 2020, and previously held positions in financial services as a Registered Representative at GVC Capital LLC, and as an Investment Adviser Representative at Wealth Strategies Group and ING Financial Partners. Educational credentials include a B.S. from Colorado State University, Rockwell College of Business, obtained in 2005.

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