Greg Odonnell

WORK HISTORY

EDUCATION

SKILLS

ABOUT GREG ODONNELL

There is a financial and mental transition that happens as one approaches retirement. For those who have planned and executed well, retirement can be a wonderful financial and lifestyle transition. For others, this can be one of the more challenging times of their life. O’Donnell Financial Group helps high earning families and individuals prepare for and enjoy this evolution. Together with my team, we have a single mission, to help each client create and execute a financial plan that is based on their vision, goals, and needs. This financial journey is about you. Each new client relationship begins by gaining an understanding of your goals for the future. Through the discovery process, we assess all financial aspects of your life, including your liquid assets and securities, your real estate holdings, current job benefits, insurance policies, and more. Taking everything into consideration, a plan is created to reach your goals. We benchmark and meet regularly to keep you on track. For more than three decades, I’ve been helping others create and maintain a healthy financial life plan. While the money matters, it is the secure future that the team at O’Donnell Financial Group is most passionate about creating for our clients. If you aren’t already a regular listener, I encourage you to join me for my weekly radio show The Greg O’Donnell Financial Hour, every Saturday from Noon to 2pm on KSFO-560am or KGO-810am. Investment Advisor Representative offering advisory services through O’Donnell Financial Services, LLC, a registered investment adviser. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. O’Donnell Financial Services, LLC, O’Donnell Financial Group Inc, and IFG are unaffiliated entities. Gregory C. O\'Donnell CA Insurance Lic #0B87978 For state licensing information please visit The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.