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
- 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