Will O'Donnell, CFP®. BFA™
585-754-3948
Will is a licensed financial advisor, CERTIFIED FINANCIAL PLANNER professional, Behavioral Finance Advisor, and a 20-year veteran of the United States military. He joined AVH Invest in 2015 after completing a distinguished military career that included multiple combat deployments and assignments around the world.
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During his service, Will completed two combat tours in Iraq and one combat tour in Afghanistan, and was stationed in Japan, Germany, South Korea, and throughout the United States. He officially retired from the military in December of 2014.
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Will earned his Master’s degree in Family Financial Planning and Counseling from the University of Alabama in 2013.
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Will holds his Series 7 and 66 licenses, as well as his Life, Accident, and Health insurance license.
Personal
Will and his wife, Rachel, chose to settle in Rochester after his retirement to be close to family, and they are raising their son, Finn. Outside of work, Will enjoys traveling, snowboarding, hiking, camping, and kayaking. Having lived and traveled internationally, he values the perspective that comes from experiencing different cultures and brings that same thoughtful, grounded approach to the clients he serves.
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Locations
I will do my best to meet with you at your home, place of business, or other geographically convenient location. Zoom and phone are options as well.
We also have our main office located at: 421 Penbrooke Drive, Suite 4, Penfield, NY 14526
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Our First Meeting
The first meeting is offered at no cost or obligation and is simply an opportunity to get acquainted. During this conversation, Will focuses on understanding your comfort level and identifying ways he may be able to add value.
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Will welcomes the opportunity to further engage. Please call his direct cell phone, email him, or complete the contact form, and he will be in touch within 24 business hours to discuss your request.
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
