Please complete the CAPTCHA to continue
@yoursummit.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
John O’Dea, Aif®, Cpfa®, Clu® is listed as Wealth Manager at Summit Financial Group, LLC at Summit Financial Group, LLC, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at yoursummit.com and a matched LinkedIn profile for John O’Dea, Aif®, Cpfa®, Clu®.
John O’Dea, Aif®, Cpfa®, Clu® previously worked as Financial Advisor at Summit Financial Group, Llc and Senior Client Executive at National Financial Partners. John O’Dea, Aif®, Cpfa®, Clu® holds Bs, Marketing from Santa Clara University.
This section adds company-level context without repeating John O’Dea, Aif®, Cpfa®, Clu®'s masked contact details.
AeroLeads found 1 current-domain work email signal for John O’Dea, Aif®, Cpfa®, Clu®. Compare company email patterns before reaching out.
Business owners and key employees hire John to help them build and protect wealth. John uncovers, models, and implements the strategies most likely to produce his clients’ desired wealth outcomes in four primary areas:- The transition or sale of a closely held business- Employer sponsored savings plans - Individual financial planning and investment management- Personal and corporate contingency planning, estate planning and buy/sell agreementsFinancial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services
Listed skills include Exit Planning, Succession Planning, Exit Strategies, Retirement Planning, and 25 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
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.
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.
Quick answers generated from the profile data available on this page.
John O’Dea, Aif®, Cpfa®, Clu® works for Summit Financial Group, LLC.
John O’Dea, Aif®, Cpfa®, Clu® is listed as Wealth Manager at Summit Financial Group, LLC at Summit Financial Group, LLC.
AeroLeads has found 1 work email signal at @yoursummit.com for John O’Dea, Aif®, Cpfa®, Clu® at Summit Financial Group, LLC.
John O’Dea, Aif®, Cpfa®, Clu® is based in San Francisco Bay Area, United States, United States while working with Summit Financial Group, LLC.
John O’Dea, Aif®, Cpfa®, Clu® has worked for Summit Financial Group, Llc, National Financial Partners, Tungsten Group, Llc, Tcs Insurance, and Metlife.
You can use AeroLeads to view verified contact signals for John O’Dea, Aif®, Cpfa®, Clu® at Summit Financial Group, LLC, including work email, phone, and LinkedIn data when available.
John O’Dea, Aif®, Cpfa®, Clu® holds Bs, Marketing from Santa Clara University.
John O’Dea, Aif®, Cpfa®, Clu® is listed with skills including Exit Planning, Succession Planning, Exit Strategies, Retirement Planning, Investments, Wealth, Retirement, and Life Insurance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts