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Martin O'Leary (CFP®, ChFC®)

Martin O'Leary focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Financial Psychology/Coaching
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Professional Athletes or Entertainers

NAPFA Start Date

June 10, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3415 W Lake Mary Blvd #951942 Lake Mary, FL 32795 Phone: (407) 920-4421
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