Paul  O'Neill,  CFP<sup>&reg;</sup> - Financial Advisor

Paul O'Neill, CFP®

Ed.D.

Principal

O'Neill Financial Planning LLC

9423 La Bianco St
Estero, FL 33967
FINANCIAL ADVISOR'S WEBSITE
(941) 208-2779

General

Paul O'Neill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at O'Neill Financial Planning LLC in Estero, FL and the surrounding communities.

Financial Advisor Overview

I work closely with clients to produce highly personalized, cost-efficient, and very effective personal financial plans. The scope of the plan may be limited to one or two areas, or may be extensive, covering all pertinent client needs.

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Financial Advisor Experience

20+ years as MBA professor teaching business financial planning. Conducted CFO workshops. Awarded CFP(R) designation in 2009. Extensive client pro bono work. Currently on board of directors and program chair for the SW-Florida FPA chapter.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Investment Adviser

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning

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Helpful Financial Planning Resources