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portrait of Rachael Y O'Leary
FINANCIAL ADVISOR

Rachael Y O'Leary

CFP®, AAMS™
311 Main St Suite 10a, Seal Beach, CA 90740opens in a new window
CallSend Me a Message

About Rachael

Do you remember in elementary school being asked what your dream job is? There's always that child who answers something so unexpected. Well, that child was me. I knew from a young age that I wanted to be a financial advisor with Edward Jones. Growing up, I saw firsthand, with my father being with the company for 28 years, how the company values both the client and their associates. I chose to follow in his footsteps because I want to educate and help clients in an area of their lives that is so important. With my guidance, I want to...

Focus Areas

  • Intergenerational Planning
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • College Savings
  • Wealth Strategies

Work History

  • Edward JonesOctober 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northern Arizona UniversityBachelor of Science
  • Northern Arizona UniversityBachelor of Science

Personal Interests

  • Traveling
  • Pets
  • Volunteering
  • Podcasts
  • Spending Time with Family

Team Members

  • Kris Julin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings

Phone

(562) 596-9800

Fax

(888) 213-4923

Office Address

311 Main St Suite 10a
Seal Beach, CA 90740opens in a new window

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