Daniel  O'Mealey,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel O'Mealey, CFP®

DB & C Advisors, LLC

518 Oldfield Dr SE
Byron Center, MI 49315
FINANCIAL ADVISOR'S WEBSITE
(616) 355-3405

General

Daniel O'Mealey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DB & C Advisors, LLC in Byron Center, MI and the surrounding communities.

Financial Advisor Overview

CIO and CCO for DB & C Advisors in Holland, MI.  Independent, consultative and focused on helping clients construct, implement and adhere to long range financial planning objectives and goals.  BBA with finance emphasis from GVSU (1996), US Navy veteran and married with three kids.

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Financial Advisor Experience

Began practicing as a professional advisor in 1996 and earned the CFP designation in 2001.  Specializing in long range goal oriented planning and solutions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MI
  • Health/disability insurance
  • Fixed annuities: MI
  • Variable annuities: MI

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC
 
Investment advice offered through DB & C Advisors, LLC,  a registered Investment Advisor and separate entity from LPL Financial.  The LPL Financial representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, IA, IL, IN, MI, MS & WI.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources