John O'callaghan
Advisor at Impact Financial Life Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Impact Financial Life Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Impact Financial Life Planning LLC
Location
Severna Park, MD
Credentials
CFP®
Industry experience
2 years
Hi, I'm John!
I’m from Severna Park, Maryland, where I grew up surrounded by my family. My childhood taught me the value of family and instilled in me the desire to form meaningful partnerships with my clients. I aspire to be a dependable guide, a trusted thinking partner, or even just a friendly ear whenever a client wants to discuss their financial life. I try to maximize everyday by waking up before the sun rises (to the dismay of my wife, Courtney) and getting in a workout and some reading time before starting my work day. I consider myself to be an avid health enthusiast.
I specialize in providing personalized financial advice and education to help clients achieve their life goals by first really getting to know them, prior to digging into the numbers!
My mission is to help clients define their "why" and then work with them to align their spending with their values with a tax-conscious, intentional savings and investing plan in order to optimize their money and reduce their financial worry.
$4,800-$6,400/year
$200/hour
$1,200-$1,600/quarter
Commonwealth Financial Network
2025 - Present (1 year)
Nectarine
2024 - Present (2 years)
Williams Asset Management
2024 - Present (2 years)
Impact Financial Life Planning LLC
2023 - Present (3 years)
Williams Asset Management
2021 - 2023 (2 years)
Williams Asset Management
2019 - 2021 (2 years)
Williams Asset Management
2019 - 2019 (1 year)
University of South Carolina
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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