Ryan O'Donnell Email & Phone Number

Ryan 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 Mike, he serves as a personal chief financial officer 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. Ryan founded The O'Donnell Group in 2009 with his brother Mike after working for a large investment bank. His firm now currently oversees approximately $500 million in client assets. There are clients throughout the Unites States and Puerto Rico. 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 Ryan to:- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.- 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, Ryan spent 5 years as a financial advisor with Merrill Lynch. He also served as an advisor for a regional bank, Tri Counties Bank. Ryan is a widely recognized leader in the Chico financial advisor community, serving on the local Estate Planning Council along with other advisory associations. He earned his degree from the University of California, Davis and holds the prestigious Certified Financial Planner (CFP) designation.

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  University Of California, Davis

  Managerial Economics