Gregory O'Donnell
ODonnell Financial Group
Financial Advisor Located in San Rafael, CA and Serving the Entire Bay Area
415-758-6300
• Wealth Management
• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Insurance Planning
• Mortgage Services
• Risk Management
• Education Planning
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Offices
O'Donnell Financial Group
1101 5th Ave, Suite 150
San Rafael CA 94901
Greg understands that different stages provide different challenges and opportunities when it comes to building a financial future. He specializes in providing objective financial planning with the goal of helping you make the best of those challenges and opportunities to grow and protect your assets through all life’s stages.
Title in the firm
CEO and Founder

Licenses, Certifications and Designations
Series 6, 7, 63, 65, 99

Biography

Through his businesses, community involvement, radio show, and public appearances, Greg O'Donnell has touched thousands, guiding folks toward a richer and more rewarding future for nearly four decades.

As CEO and Founder of O'Donnell Financial Group, Greg understands how to manage liability and mitigate risk. Among his recent accomplishments, while serving as a board member of Circle Bank, Greg was instrumental in the ultimate sale of that institution to Umpqua Holdings Corp. (NASDAQ:UMPQ) for 1.5 times book value. 

A family man, coach, past board member of North Bay Children’s Center, and mentor Greg is grounded in his community. He and his wife Liz believe strongly in the bonds of family and the importance of securing the future of those closest and dearest to you.

Greg takes great pride in his ability to show people strategies designed to protect and grow their life’s earnings. He and his team of financial professionals are independent, time tested, and strive to be absolutely current on industry trends & innovations.

The O'Donnell Financial Group is a proud member of the Better Business Bureau and prides itself on the credentials of its advisors and staff including those who have earned the CFP and CRPC designations from the College for Financial Planning.
 
In addition to being a licensed California broker in the fields of Real Estate, Mortgages, and Insurance Greg holds a bevy of securities industry licensure including the Series 6, 7, 63, 65 and 99.
 
A respected public speaker, Greg talks nationally each year at seminars and conferences. He hosts a weekly radio show, Money Matters, which airs Saturdays at NOON on KSFO – 560 AM.


Investment advice offered through O’Donnell Financial Services, LLC, a Registered Investment Adviser. Securities offered through Securities America, Inc., Member FINRA/SIPC. O’Donnell Financial Group Inc., O’Donnell Financial Services, LLC, and American Pacific Mortgage Corporation are not affiliated with Securities America.  Insurance Services offered through Gregory C. O'Donnell, CA Insurance License #0B87978.  Mortgage Services are provided through American Pacific Mortgage Corporation, licensed by the California Bureau of Real Estate #01215943, NMLS #1850. Gregory C. O'Donnell licensed by the California Bureau of Real Estate #00971579, NMLS #298004. Registered in: AR, AZ, CA, FL, HI, MO, NC, NV, NY, OR, TN, TX and WA

http://brokercheck.finra.org/Individual/Summary/2802185

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