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John O
Series 63, Series 65
Lake Forest, CA
O'Neill Financial Management, Inc.
John Oneill Jr. is a financial advisor with O'Neill Financial Management, Inc. in Lake Forest, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with O'Neill Financial Management since 2016. O'Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and other business clients. The firm emphasizes a Modern Portfolio Theory and buy-and-hold investment approach, focusing on broadly diversified, mainly passive mutual funds and ETFs, with portfolios managed primarily on a non-discretionary basis.
Yvonne O
Series 63, Series 65
Lake Forest, CA
O'Neill Financial Management, Inc.
Yvonne Oneill is a financial advisor with O’Neill Financial Management, Inc. in Lake Forest, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at O’Neill Financial Management since 2016 and serves on the board and finance and audit committee of The Wooden Floor, a nonprofit organization. Additionally, she is a council member at St. Kilian Catholic Church. O’Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing mainly passive mutual funds and ETFs, and offers tax and accounting services through a CPA principal under separate agreements.
John O
Series 63, Series 65
Lake Forest, CA
O'Neill Financial Management, Inc.
John O'Neill III is a financial advisor at O'Neill Financial Management, Inc. in Lake Forest, CA, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2016. O'Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing broadly diversified, mainly passive mutual funds and ETFs, and offers additional tax preparation and accounting services through a CPA principal.
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