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


This Office

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