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Joe O'Boyle

CFP®
Founder and Principal at O'Boyle Wealth Management

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. He is a fiduciary financial advisor providing comprehensive wealth management services to high net worth individuals and corporate clients. He specializes in working with business owners and founders to complete their company sale or liquidity event from start to finish.

 

By providing clear and actionable guidance, Joe and his team distill complicated subject matter into a personalized plan. He prides himself on the relationships and trust that develop through helping his clients achieve their unique financial goals and objectives.

 

Joe shares his firm’s wealth management insights via columns for Money.com and U.S. News & World Report. In addition, he is regularly featured in Yahoo Finance, Business Insider, Forbes, Huffington Post, MSN, The Street and Fortune. InvestmentNews has recognized Joe as a top national advisor in their "40 under 40" class of 2016.

 

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 UCLA, holds FINRA Series 7, 66 and 24 registrations and has been working as a financial planner for 20 years.

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