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Paul O
ChFC®, Series 63, Series 65
Celina, TX
OSAIC
Paul O'Leary is a financial advisor with OSAIC who holds the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including 17 years at Lincoln Financial Advisors Corporation and eight years at Equitable Advisors. Outside of his advisory role, he is involved in several insurance-related businesses and consulting activities focused on group employee and executive benefits. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, with a range of strategies and products supported by a complex affiliate network and significant scale.
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