Elizabeth O'Donnell, Mba, Cfp® Email and Phone Number
With integrity and highly personalized service, I offer objective and intelligent financial advice. I am dedicated to working in partnership with my clients to formulate a plan that integrates their values, personal concerns and objectives. As a trusted advisor, I strive to educate, motivate and support my clients in pursuit of their financial goals through comprehensive financial planning by providing integrated wealth management services.I have worked hard to become a Certified Financial Planner® or CFP®. When a financial planner becomes certified by the CFP® Board, they enter a higher standard of accountability for their clients. Attaining and maintaining this certification is difficult and many professionals fail the initial test. Planners must have at least three years of experience before being allowed to even apply to take that test. CFP® Board's rigorous process of certification demands both a vast fiduciary knowledge base and a high commitment to ethical standards. Having passed and maintained this credential for nearly a decade is a great source of professional pride in my career. Helping clients "make informed decisions about their money" sums up my professional practice. I work with individuals, families, business owners, and estate fiduciaries through all phases of their financial life-cycle from accumulation and preservation to distribution. I enjoy sharing my experience in public forums and leading financial planning seminars.BestElizabeth O'DonnellFinancial Advisor | MBA | CFP®501 S. Cherry St. 11th FloorDenver, CO 80246Office: 303-331-6434_____*Investment Advisor Representative offering Securities and advisory services through Cetera Advisor Networks LLC, a broker/dealer, and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
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PresidentO'Donnell Wealth Management May 2006 - PresentDenver, Co, Us -
ManagerWaddell & Reed Inc Feb 2002 - May 2006
Elizabeth O'Donnell, Mba, Cfp® Education Details
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College For Financial Planning -
University Of Colorado DenverMba
Frequently Asked Questions about Elizabeth O'Donnell, Mba, Cfp®
What company does Elizabeth O'Donnell, Mba, Cfp® work for?
Elizabeth O'Donnell, Mba, Cfp® works for O'donnell Wealth Management
What is Elizabeth O'Donnell, Mba, Cfp®'s role at the current company?
Elizabeth O'Donnell, Mba, Cfp®'s current role is President, O'Donnell Wealth Management.
What schools did Elizabeth O'Donnell, Mba, Cfp® attend?
Elizabeth O'Donnell, Mba, Cfp® attended College For Financial Planning, University Of Colorado Denver.
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