About Dr. Donald
Dr. Donald Charles De Rozario is a seasoned professional with over 36 years of expertise in wealth management. He currently serves as the Licensed Director and Responsible Officer of Citadel Capital, where he heads Estate Planning and Legacy Planning as the Managing Director of Corporate Services.
Dr. Donald earned his Certified Financial Planner (CFP) and Registered Financial Planner (RFP) certifications in 2007 and became a Licensed Financial Planner in 2008. He holds a Ph.D. in Financial Planning from Pebble Hills University, USA, and a second Ph.D. in Practical Ministry from Wagner Leadership Institute in 2015.
Dr. Donald has excelled in insurance planning and risk management throughout his career. He worked with Allianz Life for many years, achieving the top direct group nationwide in the Senior Agency Manager category and earning Million Dollar Round Table (MDRT) status in 2001. He is a renowned speaker in risk management, financial planning, and Christian financial planning.
Dr. Donald has received numerous industry awards, including membership in the National Top Producer Club in wealth management. He has also
provided global wealth advisory services as the Group Chief Sales and Distribution Officer with RKG Group of Companies from 2020 to 2022. Additionally, Dr. Donald has spoken at various platforms locally and globally, sharing his expertise in wealth management.
Dr. Donald's wealth management expertise extends to Indonesia and Singapore, where he has provided advisory services since 2015. He has a track record of assisting clients in Wealth Protection, Wealth Accumulation, Wealth Preservation, and Wealth Distribution, both onshore and offshore.
Apart from his roles in various financial planning firms, Dr. Donald served as Chief Strategy Officer at EJC Group of Companies in 2015 and, more recently, led a team of 15 Financial Planners and Financial Advisers at YES Financial Sdn. Bhd. until January 2023.
Dr. Donald has multifaceted skills in operations management, revenue growth, financial management, networking, employee training, strategic planning, and leadership. He currently manages a team of 20 Financial Planners and Financial Advisors, providing comprehensive advisory services in Wealth Management.