Paul O’Hara CFP®
President / Financial Planner / Chief Investment Officer
Paul O’Hara is a wealth management professional and financial planner with over 25 years of Wall Street experience. Paul holds the prestigious Certified Financial Planner (CFP®) designation. He is a fiduciary for advisory clients and holds Series 7, 24, 55, and 63 securities licenses through LPL Financial and insurance licenses. His experience includes financial market and investment analysis, design of risk-managed portfolios. Paul and his wife Allison have enjoyed raising two wonderful children in Colorado since 2006. In his free time, he coaches high school basketball and enjoys skiing and hiking.
