Bill

O'Donnell

AAMS™

picture of a planner

Here to act in your best interests

About me

I started as a financial planner in 2001 and look forward every day to working with my clients to help guide them in reaching their financial goals. Knowing they have a smart financial plan that can work for their unique situation is hugely rewarding and can provide peace of mind. I also participated in operation desert storm having served in the Marine Corps from 1987 through the Persian Gulf War.

Certifications

Accredited Asset Management Specialist™

Education

Bachelor of Science, Business Administration-Finance - Cleary University

Visit one of our Locations

Sacramento - Elk Grove (Appt Only)

9245 Laguna Springs Drive

Suite 200

Elk Grove, CA 95758

Sacramento I - Roseville (East)

2901 Douglas Blvd

Suite 250

Roseville, CA 95661

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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