Mike O'Donnell Email & Phone Number

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.

Listed skills include Financial Advisory, Retirement Planning, Wealth Management Services, Wealth, and 17 others.

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  University Of California, Davis

  Agricultural And Managerial Economics