The Firm

Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to individuals and families. DFP works with retirees as well as young, mid, and late-career professionals, and small-business owners. Many work for the federal, state or local government. Some clients have international backgrounds.

Chuck Donalies, CFP®

Chuck is a CERTIFIED FINANCIAL PLANNER™ licensee, and the owner and principal financial advisor with DFP since 2012. He has worked in Fee-Only financial planning since 2006, when he joined an established financial planning and wealth management firm. He left in 2012 to pursue his own practice.

Chuck lives in Washington, D.C. with his wife and daughters. He enjoys CrossFit-style workouts, creating artwork inspired by video games, playing video games (to research new painting ideas), reading science fiction, and adventure travel.

Chuck’s academic background includes a Master of Business Administration from Johns Hopkins University in Baltimore, MD and a Bachelor of Science in Kinesiology from The University of Maryland at College Park in College Park, MD. In addition, he’s a member of The National Association of Personal Financial Advisors (NAPFA) and The XY Planning Network.

Courtney Calotta, CFP®

As a CERTIFIED FINANCIAL PLANNER™ and financial advisor, Courtney takes the lead in introducing all our clients to our many software tools, as well as gathering information for financial plans, and providing financial planning advice to clients.

Courtney has a B.S. in Financial Economics from the University of Maryland, Baltimore County, and is an active member of the XY Planning Network and the National Association of Personal Financial Advisors. She lives with her husband Charlie and two mostly well behaved dogs in Manhattan.

Irina Gabidullina, CFP®

Irina is a CERTIFIED FINANCIAL PLANNER™, an Accredited Portfolio Management AdvisorSM and a Wealth Management Certified Professional® specializing in investment for our clients. Irina develops our client investment portfolios, including those containing ESG/SRI funds. She holds the ESG Investing Certificate from CFA Institute.

Irina has worked in the financial services field since 1998 and received her Financial Planning Certificate from the College for Financial Planning in 2007. Irina has a Master's degree in International Economics and previously studied at the London School of Economics. Her research on investing and mutual funds has been published in various magazines. Along with her exceptional experience and credentials, Irina also speaks several languages.

Irina is a member of the National Association of Personal Financial Advisors (NAPFA) and was recently elected to join their Northeast Mid-Atlantic region board. She also currently serves as VP of Membership of the local Business Oriented Toastmasters Club.

Irina and her husband are empty nesters, leaving only her cat Nala to keep them company. When she's not working, she spends her time traveling, cooking, and reading.