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Elizabeth O'Donnell, Mba, Cfp® Email & Phone Number

President, O'Donnell Wealth Management at O'Donnell Wealth Management
Location: Denver, Colorado, United States 2 work roles 2 schools
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Current company
Role
President, O'Donnell Wealth Management
Location
Denver, Colorado, United States

Who is Elizabeth O'Donnell, Mba, Cfp®? Overview

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Elizabeth O'Donnell, Mba, Cfp® is listed as President, O'Donnell Wealth Management at O'Donnell Wealth Management, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Elizabeth O'Donnell, Mba, Cfp®.

Elizabeth O'Donnell, Mba, Cfp® previously worked as President at O'Donnell Wealth Management and Manager at Waddell & Reed Inc. Elizabeth O'Donnell, Mba, Cfp® studied at College For Financial Planning.

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O'Donnell Wealth Management

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Profile bio

About Elizabeth O'Donnell, Mba, Cfp®

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.

Current workplace

Elizabeth O'Donnell, Mba, Cfp®'s current company

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O'Donnell Wealth Management
O'Donnell Wealth Management
President, O'Donnell Wealth Management
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2 roles

Elizabeth O'Donnell, Mba, Cfp® work experience

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Manager

Waddell & Reed Inc
Feb 2002 - May 2006
2 education records

Elizabeth O'Donnell, Mba, Cfp® education

Education record

College For Financial Planning

Mba

University Of Colorado Denver
FAQ

Frequently asked questions about Elizabeth O'Donnell, Mba, Cfp®

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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 O'Donnell Wealth Management?

Elizabeth O'Donnell, Mba, Cfp® is listed as President, O'Donnell Wealth Management at O'Donnell Wealth Management.

Where is Elizabeth O'Donnell, Mba, Cfp® based?

Elizabeth O'Donnell, Mba, Cfp® is based in Denver, Colorado, United States while working with O'Donnell Wealth Management.

What companies has Elizabeth O'Donnell, Mba, Cfp® worked for?

Elizabeth O'Donnell, Mba, Cfp® has worked for O'Donnell Wealth Management and Waddell & Reed Inc.

How can I contact Elizabeth O'Donnell, Mba, Cfp®?

You can use AeroLeads to view verified contact signals for Elizabeth O'Donnell, Mba, Cfp® at O'Donnell Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Elizabeth O'Donnell, Mba, Cfp® attend?

Elizabeth O'Donnell, Mba, Cfp® studied at College For Financial Planning.

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