Ryan O'Donnell Email and Phone Number
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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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Wealth Manager - AuthorThe O'Donnell Group - A Wealth Planning Firm Sep 2009 - PresentChico, California, UsAt The O'Donnell Group we help successful professionals and their families navigate through critical financial transitions. Client's that benefit most from our wealth management offering have at least $1 million of investable assets and net worth of at least $3 million. Visit our website at www.ChicoWealth.com -
Certified Financial PlannerTri Counties Bank Jun 2007 - Sep 2009Chico, California, UsI helped build and develop the financial planning base for this regional bank. -
Financial Advisor, Global Private ClientMerrill Lynch 2004 - 2007New York, Ny, Us -
Lender OversightUs Small Business Administration 2003 - 2003Washington, Dc, Us
Ryan O'Donnell Education Details
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University Of California, DavisManagerial Economics
Frequently Asked Questions about Ryan O'Donnell
What company does Ryan O'Donnell work for?
Ryan O'Donnell works for The O'donnell Group - A Wealth Planning Firm
What is Ryan O'Donnell's role at the current company?
Ryan O'Donnell's current role is Founding Partner & Author | OG Private Wealth.
What is Ryan O'Donnell's email address?
Ryan O'Donnell's email address is ry****@****lth.com
What is Ryan O'Donnell's direct phone number?
Ryan O'Donnell's direct phone number is +181665*****
What schools did Ryan O'Donnell attend?
Ryan O'Donnell attended University Of California, Davis.
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