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

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