Edward J. O’Neill
Vice President Financial Advisory Services
CRD # 4725527, Insurance License # 0E46882

Ed's years of experience from his long established tax practice in San Clemente, CA offer his clients a unique perspective. Working with personal and business clients he has learned what a client expects from an advisor. He also understands how to incorporate his depth of knowledge into a plan so as to minimize the effects of taxation. Success in his personal business ventures, combined with the valuable lessons learned from years of guiding clients through the financial maze, provide a strong foundation for addressing every aspect of his client's needs.

After serving his tax clients for years, he realized that many people, himself included, weren’t making informed, productive investment choices. The decision to become a financial advisor was a direct result of watching his tax clients suffer through costly, inappropriate choices. Recognizing that there had to be a more rational approach to investing, he began researching wealth building options. The result of this search is a distinctive institutional approach to investing with emphasis on the specific financial needs of his clients. He looks at the plan as a whole including estate planning, life, health and long term care insurance.

Ed has been married for 28 years and has 2 wonderful children.

Community Involvement

Member Board of Directors Saddleback Hospital San Clemente
Member California Society of Tax Consultants
Member Exchange Club of San Clemente

Registrations*

Series 6 Investment Company Products/Variable Contracts Representative
Series 22 Direct Participation Programs Limited Representative Examination
Series 63 Uniform Combined State Law Examination
Series 65 Uniform Combined State Law Examination, Fee-based
Life Agent & Variable Contract Health & Accident Agent
CA Registered Tax Preparer

Professional Affiliations

• Owner, O'Neill Tax & Financial