Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
John O'Reilly (CRD# 5212515) is the owner and founder of the registrered investment advisory firm O'Reilly Wealth Advisors LLC (OWA) in Carlsbad, CA and has over 9 years of experience in the financial services industry.
The firm provides holistic financial planning advice and assistance with executing the advice. John designed the firm from the ground up to give clients the highest probability of achieving their tangible financial goals.
John conducts regular meetings with a third party CFP and the clients' own CPA collaboratively developing the advice which then contains the collective...
Kirsten Roybal (CRD# 5530342) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Fallbrook, CA and has over 9 years of experience in the finance industry.