Advisors at this firm
John O
Series 63, Series 65
Lake Forest, CA
O'Neill Financial Management, Inc.
John Oneill is a financial advisor at O'Neill Financial Management, Inc. in Lake Forest, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with O'Neill Financial Management since 2010, including its current iteration since 2016. O'Neill Financial Management provides investment advisory and retirement-plan consulting services primarily to individual and high-net-worth clients, as well as employer-sponsored plans. The firm emphasizes long-term, asset-allocation strategies using low-turnover mutual funds and independent money managers, and also offers in-house tax preparation and accounting services through a Certified Public Accountant on staff.
Yvonne O
Series 63, Series 65
Lake Forest, CA
O'Neill Financial Management, Inc.
Yvonne Oneill is a financial advisor with O'Neill Financial Management, Inc. in Lake Forest, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at O'Neill Financial Management since 2010 and previously at Independent Financial Group. She serves on the board of directors and finance committee for The Wooden Floor, a nonprofit organization. O'Neill Financial Management provides investment advisory and retirement-plan consulting services primarily to individual and high-net-worth clients, as well as employer-sponsored plans. The firm emphasizes long-term, asset-allocation strategies using low-turnover mutual funds and independent money managers, combining advisory services with in-house tax and accounting offerings from a principal CPA.
John O
Series 63, Series 65
Lake Forest, CA
O'Neill Financial Management, Inc.
John O'Neill is a financial advisor at O'Neill Financial Management, Inc. in Lake Forest, CA, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2016, following four years at Independent Financial Group. O'Neill Financial Management provides investment advisory and retirement-plan consulting services primarily to individual and high-net-worth clients, as well as employer-sponsored plans. The firm emphasizes long-term, asset-allocation strategies using passive mutual funds and delivers advice on a non-discretionary basis, combining portfolio management with in-house tax preparation and accounting services.
