The O'Neill Company was founded in 1978 on the premise of developing financial partnerships with client-centric strategies and processes derived from economic and financial theories. We build enduring and trusting relationships with families and business owners pursuing financial freedom through multiple generations. Our goals-based, comprehensive financial plans are tailored to the specific needs of each individual client. Securities offered through ValMark Securities, Inc., Member FINRA/SIPC Investment Advisory Services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor.
Services
We develop financial partnerships with our clients to engineer a blueprint to their financial independence. Our fundamental and technical analysis of strategies and management apply our "Financial and Econometric Science" that has been developed in the last 40+ years. This allows our organization to provide guidance during any chapter of our client's personal lives or business life cycle.
Alexander joined The O'Neill Company in 2007. He began his career in the financial services industry at Morgan Stanley Private Wealth Management after completing his studies in Economics and Management from the University of California at Irvine. Alexander enjoys exploring the world through experiences and food.
Making the right financial decisions has become ever more critical in a world which continues to change both rapidly and dramatically. At the same time, the ever-expanding array of options, strategies, laws, and regulations makes each of those decisions more difficult. Large corporations can manage these vital decisions using several complex and sophisticated vehicles, including: third party surveys, management consultant teams, and their own human resource professionals.
Almost 95% of all Americans alive today will reach retirement age with less money than they need to retire comfortably. And 75% will retire with less than half of this amount. Climbing to the summit of a large mountain is one of life's greatest achievements for experienced climbers. They know the key to achieving their goal is planning and preparation.
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