Elizabeth O'Donnell, CFP<sup>&reg;</sup> - Financial Advisor

Elizabeth O'Donnell, CFP®

MBA,

O'Donnell Wealth Management

501 S Cherry St.,, 11th Floor
Denver, CO 80246
FINANCIAL ADVISOR'S WEBSITE
(303) 331-6434 CONNECT WITH Elizabeth
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General

Elizabeth O'Donnell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at O'Donnell Wealth Management in Denver, CO and the surrounding communities.

Financial Advisor Overview

With integrity and highly personalized service, I offer objective and intelligent financial advice. I am dedicated to working in partnership with my clients to formulate a plan that integrates their values, personal concerns and objectives. As a trusted advisor, I strive to educate, motivate and support my clients in pursuit of their financial goals. That's why I use a comprehensive financial planning process to provide integrated wealth management services.

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Financial Advisor Experience

I have worked hard to become a Certified Financial Planner® or CFP®. When a financial planner becomes certified by the CFP® Board, they enter a higher standard of accountability for their clients. Attaining and maintaining this certification is difficult and many professionals fail the initial test. Planners must have at least three years of experience before being allowed to even apply to take that test. CFP® Board's rigorous process of certification demands both a vast fiduciary knowledge base and a high commitment to ethical standards. Having passed and maintained this credential for nearly a decade is a great source of professional pride in my career. Helping clients "make informed decisions about their money" sums up my professional practice. I work with individuals, families, business owners, and estate fiduciaries through all phases of their financial life-cycle from accumulation and preservation to distribution. I enjoy sharing my experience in public forums and leading financial planning seminars. My association with Voya Financial Advisors, a top-tier broker-dealer with innovative technology and a non-proprietary environment, aids me in delivering the most current and solid advice to my clients. I work with a team of specialists and top industry professionals and receive continual updates on financial products and legal changes that affect the industry. The affiliation with Voya Financial Advisors, coupled with my planning experience and knowledge of financial strategies, ensures that clients receive solid financial advice addressing their personal circumstances and concerns. Before joining Voya Financial Advisors and forming my own independent financial planning group, I worked as a Financial Advisor and District Manager at Waddell & Reed where I developed a thriving practice and managed a team of seven financial advisors. Prior to Financial Planning, I worked as a Global Account manager for Advanced Digital Information Corporation managing a rollout of service into 60 countries. Before receiving my MBA, I spent four years in South Korea as a University Professor and Corporate Trainer. I worked in the areas of sales, service, instruction, and management for over 15 years prior to entering the area of Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Cetera Financial Group
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources