Mike O'Donnell

Mike O'Donnell Email and Phone Number

Wealth Manager @ OG Private Wealth
Chico, CA, US
Mike O'Donnell's Location
Chico, California, United States, United States
Mike O'Donnell's Contact Details

Mike O'Donnell work email

Mike O'Donnell personal email

n/a
About Mike O'Donnell

Mike O'Donnell is a wealth manager at OG Private Wealth. He focuses on providing wealth management solutions to those that are dealing with significant financial transitions in their lives. Together with his partner Ryan, they serve as personal chief financial officers to help affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving. Mike founded The O'Donnell Group in 2009 with his brother Ryan after working for a large investment bank. Their firm now currently oversees approximately $400 million in client assets. He uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments. Successful individuals and families work with Mike to:- Develop and implement a comprehensive wealth management plan to help them ensure they are maximizing their financial opportunities- Make smarter decisions in today's uncertain political, economic and social environment.- Obtain an independent second opinion from a top financial advisor in their community.Previously, Mike spent 6 years as a financial advisor with Merrill Lynch & Raymond JamesMike is a widely recognized leader in the Chico financial advisor community,and serves on the City of Chico Planning Commission, the Advisory Board of Canyon Oaks Country Club, and is the Exalted Ruler at the Elks Lodge. He earned his degree from the University of California, Davis and holds the prestigious Certified Financial Planner (CFP) designation.

Mike O'Donnell's Current Company Details
OG Private Wealth

Og Private Wealth

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Wealth Manager
Chico, CA, US
Mike O'Donnell Work Experience Details
  • Og Private Wealth
    Wealth Manager
    Og Private Wealth
    Chico, Ca, Us
  • Og Private Wealth
    Wealth Manager
    Og Private Wealth Sep 2009 - Present
    United States
    A Wealth Planning Firm
  • Og Private Wealth
    Wealth Manager
    Og Private Wealth Sep 2009 - Present
    California, United States
  • Raymond James Financial Inc.
    Certified Financial Planner
    Raymond James Financial Inc. Jun 2007 - Sep 2009
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jan 2004 - Jun 2007

Mike O'Donnell Skills

Financial Advisory Retirement Planning Wealth Management Services Wealth Wealth Management Investments Investment Advisory Portfolio Management Certified Financial Planner Finance Financial Analysis Mutual Funds Financial Planning Leadership Retirement Wealth Preservation Planning Banking Credit Analysis Wealth Accumulation Transition Planning Consumer Lending

Mike O'Donnell Education Details

Frequently Asked Questions about Mike O'Donnell

What company does Mike O'Donnell work for?

Mike O'Donnell works for Og Private Wealth

What is Mike O'Donnell's role at the current company?

Mike O'Donnell's current role is Wealth Manager.

What is Mike O'Donnell's email address?

Mike O'Donnell's email address is mi****@****mes.com

What schools did Mike O'Donnell attend?

Mike O'Donnell attended University Of California, Davis.

What are some of Mike O'Donnell's interests?

Mike O'Donnell has interest in Traveling, Working, Golfing.

What skills is Mike O'Donnell known for?

Mike O'Donnell has skills like Financial Advisory, Retirement Planning, Wealth Management Services, Wealth, Wealth Management, Investments, Investment Advisory, Portfolio Management, Certified Financial Planner, Finance, Financial Analysis, Mutual Funds.

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