Stephen P. O'Hara,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen P. O'Hara, CFP®

Principal

Wealth Enhancement Group

1432 Techny Rd
Northbrook, IL 60062
FINANCIAL ADVISOR'S WEBSITE
(847) 504-8400

General

Stephen O'Hara is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Enhancement Group in Northbrook, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth

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