John Ohara

Wealth Management Client Associate at LPL Financial

Role
Wealth Management Client Associate at LPL Financial
Location
Newport Beach, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Ohara

I am a recent graduate of the University of Colorado, Boulder completing my B.S. in Finance and Financial planning. I currently work at LPL Financial as a Wealth Management Client Associate. I bring a strong desire to succeed in a team-based environment, good interpersonal communication skills, and attention to detail.

Experience

  1. Wealth Management Client Associate

    LPL Financial

    Nov 2025 — Present · Newport Beach, CA, US

    Coastline Wealth Advisory

Education

  • University of Colorado Boulder - Leeds School of Business

    Bachelor of Business Administration - BBA, Finance & Financial Planning

  • La Costa Canyon High School

    High School Diploma

  • First Tuesday Real Estate Course

    Sales Agent License

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John Ohara — Wealth Management Client Associate at LPL Financial in Newport Beach, CA, US | Unifers