Rachael O'Leary, Financial Advisor located in Seal Beach, CA

Financial Advisor
Rachael Y O'Leary

CFP®
311 Main St Suite 10a, Seal Beach, CA 90740opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Navigating Loss of Spouse
  • Wealth Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Traveling
  • Pets
  • Spending Time with Family
  • Reading
  • Walking

Team Members

  • Kris Julin
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings

Phone

(562) 596-9800

Fax

(888) 213-4923

Office Address

311 Main St Suite 10a
Seal Beach, CA 90740opens in a new window

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