John O’Dea, Aif®, Cpfa®, Clu® Email & Phone Number

San Ramon, Ca, Us

John has spent over a decade working to simplify investment, insurance and succession planning concepts so that business owners and their employees can be more confident in the actions they take to improve their financial future. Operating a business requires difficult and very personal trade-offs. John specializes in helping business owners and their employees model these trade-offs to better understand the net personal impact of financial strategies – especially those present when business ownership and compensation become inextricably linked.John uses his expertise alongside industry leading tools and technology to provide his clients with the information they need – when they need it. As a result, John’s clients feel more confident about how various strategies could impact their financial futures.John loves spending time with his wife and two children doing anything that the great outdoors has to offer including hiking, fishing, and camping.John is a graduate from Santa Clara University with a degree in Marketing. In 2010, John was awarded the designation of Certified Exit Planner (CExP) from the Certified Exit Planner Board of Standards and the Business Enterprise Institute. John holds the designation of Certified Life Underwriter (CLU) from The American College in Bryn Mawr, Pennsylvania.John holds CA Insurance Lic.#0D58322Summit Financial Group is independently owned and operated.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

New York, New York, Us

John was one of the regional leaders for National Financial Partners exit and succession planning practice. National Financial Partners Corp, and its benefits, insurance, and wealth management businesses provide diversified advisory and brokerage services to companies and high net worth individuals, partnering with them to preserve their assets and prosper over the long term. NFP advisors provide innovative and comprehensive solutions, backed by NFP’s national scale and resources.

The Tungsten Group Specializes in creating stakeholder value in three primary domains: - Life and disability insurance procurement and implementation - Employee engagement data collection and analysis - Exit planning strategies and project management

Employers hire TCS to help them improve the life, disability and long term care protection they offer their highly compensated employees because of surprising gaps they uncover in their programs and/or to boost their recruiting and retention results.

New York, Ny, Us

Intermediaries relied on me to price, enroll and support MetLife's employer sponsored group life, disability, dental, 401k and voluntary benefit programs. I specialized in the life and disability needs of employees who earn incomes of more than $100,000/year including executive disability and investment grade life insurance.

Austin, Tx, Us

In my final position at Versata I helped to manage Versata's key relationship with IBM assisting in the training and development of IBM's field force to market Versata's development system for IBM Websphere.

Bs, Marketing

Certification, Exit Planning

Employee Engagement

Clu, Insurance

Education record