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Jack O'Donnell (CFP®, EA)

Jack O'Donnell focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Whether you're nearing retirement or already there - I offer retirement-focused financial planning to help you build a steady income, reduce taxes, and simplify your investments. All with ongoing guidance and a long-term partnership.

Additional Information

Feel confident in your plan, so you can focus on what matters most to you.

Helping you organize and simplify your finances, build steady income, and retire with clarity and confidence.

Over the last decade, I’ve worked at different wealth management firms, gaining valuable experience alongside some incredibly smart, kind people.

My biggest takeaway? There’s no one-size-fits-all solution when it comes to personal finances. Customized financial planning works. And that’s what makes this work so rewarding.

That’s why I created JRO Wealth Management.

I built this firm for people who want to cut through the jargon and complexity and get real guidance from someone in their corner. Someone who understands how all the pieces of your financial life fit together — retirement income, taxes, investments, healthcare, legacy — and helps you make decisions across the board that actually work for you.

My job isn’t to sell products or try to time the market. It’s to help you weigh the tradeoffs, see the bigger picture, and make smart, informed decisions with someone you trust by your side.

NAPFA Start Date

July 16, 2024

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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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Visit Website 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

Call for an Appointment San Diego, CA 92109 Phone: 8582243849
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