Theresa D. O'Neill,  CFP<sup>&reg;</sup> - Financial Advisor

Theresa D. O'Neill, CFP®

President

The Headlands Group, Inc.

100 Larkspur Landing Circle, Suite 202
Larkspur, CA 94939
(415) 464-9144

General

Theresa O'Neill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Headlands Group, Inc. in Larkspur, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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Helpful Financial Planning Resources