Bill O'Donnell
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Here to act in your best interests
About me
I started as a financial planner in 2001 and look forward every day to working with my clients to help guide them in reaching their financial goals. Knowing they have a smart financial plan that can work for their unique situation is hugely rewarding and can provide peace of mind. I also participated in operation desert storm having served in the Marine Corps from 1987 through the Persian Gulf War.
Certifications
Accredited Asset Management Specialistâ„¢
Education
Bachelor of Science, Business Administration-Finance - Cleary University
Visit one of our Locations
Sacramento - Elk Grove (Appt Only)
9245 Laguna Springs Drive
Suite 200
Elk Grove, CA 95758
Sacramento I - Roseville (East)
2901 Douglas Blvd
Suite 250
Roseville, CA 95661
Working with Us
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Certain services provided on an educational and guidance basis only.
