Joe O'Boyle, CFP®
Joe O'Boyle is the founder and principal of O'Boyle Wealth Management, a full service financial planning and investment management firm, located in Beverly Hills, California.
Mr. O'Boyle and his team provide comprehensive wealth management services to high net worth individuals and corporate clients, with a focus on working with business owners / founders to and through a company sale / liquidity event.
Joe prides himself on the relationships and trust that develop through helping our clients achieve their financial goals. By providing clear and actionable guidance, Joe and his team distill complicated subject matter into a personalized, actionable plan.
Joe shares our firms wealth management insights via columns for Money.com & U.S. News. In addition, Joe is regularly featured in Yahoo Finance, Business Insider, Forbes, Huffington Post, MSN, The Street and Fortune. Please visit our Newsroom to read Joe's catalog of articles.
Joe has been recognized nationally as a top advisor in InvestmentNews "40 under 40" class of 2016. In addition, Joe has been repeatedly honored as an award winning Wealth Manager in Los Angeles Magazine.
Joe is a CERTIFIED FINANCIAL PLANNER™ practitioner, a certification earned through the Certified Financial Planner Board of Standards, Inc. He is a member of the Financial Planning Association (FPA) whose members adhere to the highest standards of professional competence, ethical conduct and complete disclosure. He received a Bachelor's Degree in Business Economics from the University of California, Los Angeles (UCLA), holds FINRA Series 7, 66, and 24 registrations and has been working as a financial planner for seventeen years.
Please schedule a complimentary meeting with Joe today.