Donald S. Gudhus, MBA is the Founder and President of Oracle Financial Group, Inc. Located in Center City Philadelphia, Oracle Financial Group is licensed in Pennsylvania as an independent Registered Investment Advisor. Don is a personal financial advisor whose practice, as a sole practitioner, covers Pennsylvania, New Jersey, New York, and Maine. Don specializes in investment portfolio design and management, retirement planning, income tax preparation and insurance. Born in New York City, Don grew up in a very supportive and value-oriented family. He attended public schools in New York City. He graduated in the top quarter of his high school class. He also participated in various sports that included track and cross-country, basketball and baseball. Going on to college, Don attained his Bachelor of Business Administration degree in Finance and Economics and Master of Business Administration degree in Financial Management from Pace University in New York City. He is also a graduate of the College for Financial Planning in Denver, Colorado where he earned the CFP(R) Professional Education Certificate. Don has extensive knowledge in investing, having been active in the financial markets prior to the formation of his company. Before entering the personal financial advisory field, he gained analytical skills as a manager with major corporations, such as Conrail, Inc. (in Philadelphia), and RCA-Hertz Corporation (in New York City). This experience sharpened his ability to quickly identify strategies to solve financial issues to meet client needs. Combining the values he gained in his formative years, the resilience and fortitude he developed growing up in New York City, the knowledge he acquired from his undergraduate and graduate studies and experiences he gained from private industry, Don founded Oracle Financial Group in 1993. Mr. Gudhus has had two books published. In 2008, he authored the well-received book on mutual funds, Women & Mutual Funds: Gain Understanding and Be in Control. In 2013, he co-authored his second book, Women & Retirement Planning: Understanding Retirement Plans, Investment Choices and Retirement Plan Distributions. Don is the Secretary and member of the Board of Governors of the Philadelphia Securities Association (established in 1929). He is also a member of the Bond Club of Philadelphia (established in 1922). He has been named in Philadelphia Magazine by Five Star Professional a top wealth manager in the Philadelphia area every year since 2010. He has also lectured on investing at the Community College of Philadelphia. Free time is consumed by cycling, the gym, cooking, traveling, and symphony. |
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Publications
Women & Mutual FundsWomen have always been underserved in the personal financial market, whether it relates to choosing mutual funds for a 401(k), 403(b), or a myriad of other financial needs. Don Gudhus has written a book that offers a step-by-step method to selecting, constructing, and maintaining an effective portfolio of stock mutual funds. Whether you're a full- or part-time professional, a stay-at-home mom, a divorcée, a widow, a pre-retiree, or already retired, Women & Mutual Funds can help you.
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Women & Retirement PlanningRetirement used to be funded by defined benefit plans, pensions, and Social Security, but that's not always the case anymore. With the economy shifting and Social Security funding marked by uncertainty, it has become important for individuals to fund their own retirement accounts. The best way to do this is by saving money in individual plans, such as 401(k)s, 403(b)s, and IRAs. The overall economy isn't the only thing that's changed. Many women are now the primary financial decision makers in their households-even though historically women have been underserved by the financial community. This guidebook seeks to help you make financial decisions that will promote financial security for yourself and your family.
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Photo: Boathouse Row Philadelphia