Edward Jones - Financial Advisor: Rachael Y O'Leary, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Rachael O'Leary is a Certified Financial Planner (CFP®) based in Seal Beach, California, providing financial planning and investment guidance to local clients. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. Rachael believes in the importance of face-to-face conversations to understand her clients' financial goals. Her practice focuses on helping individuals and families navigate their financial journeys and prepare for significant life events.

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