Michael F. O'Shaughnessey

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Michael F. O'Shaughnessey is a financial consultant based in Sarasota, Florida, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Michael employs an in-depth discovery process to understand the specific situations of his clients, focusing on high net worth individuals, families, corporate executives, and businesses. His practice emphasizes growing and protecting assets while leveraging Oppenheimer's resources to address complex financial issues.

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