ABOUT JOHN O’REILLY
Prior to founding O’Reilly Wealth Advisors in late 2006, John O’Reilly managed corporate business divisions with P&L responsibility as well as departments of large multi-national companies including sales, marketing, product management and engineering. He has managed complex projects across multiple disciplines globally for over 30 years. He has experience with several start-up companies and operations.
John passed the Series 65 Exam for Investment Advisor Representatives which founded OWA as an independent Registered Investment Advisor firm. He holds a Life Agent license (CA Life Lic. #0F41383), BS Mechanical Engineering and MS Engineering Management (MBA for engineers).
John is active in his local church, a lifelong blood donor, a lifetime member of Marine Executive Association, Founder of San Diego Job Transition Ministry, served on the Envision Carlsbad Citizens Committee (EC3), appointed to the Palomar Airport Advisory Committee (PAAC) and a graduate of Carlsbad Citizens Academy. O’Reilly Wealth Advisors is a member of the Carlsbad Chamber of Commerce and the North San Diego Business Chamber. John resides in Carlsbad, California with his wife of almost 40 years and their Irish Wolfhound. They enjoy frequently visiting with their daughter and son-in-law who live in North County.
“I’ve always enjoyed serving others whether carefully loading bags of groceries in a customer’s car in turbulent Nebraska weather as a teen, or, now, improving each client’s probability of achieving their goals, and helping entire groups of employees with their 401(k) accounts and personal financial questions.
As I facilitate conversations about goals and values, I am inspired by hearing each person’s unique vision. I am also inspired by estate planning attorneys, CFPs, CPAs, 401k service providers and other subject matter expert team members who enjoy serving as much as I do. I am surrounded by incredible people, the closest being my amazing wife and daughter. North County is blessed with people with a “can-do” attitude, open heart and friendly spirit.” - John O’Reilly
ABOUT O’REILLY WEALTH ADVISORS
O’Reilly Wealth Advisors is an independent Registered Investment Advisor that utilizes the latest strategy development and implementation techniques to help individuals realize their financial goals for the reasons that are important to them. We bring meaning to our clients’ financial planning experience by tying their deeply held values to their goals.
We provide 401(k) plans that reside at the highest level of fiduciary care currently available. We are a local leader in the very popular Aggregation 401(k) that offer many benefits over standalone plans.
As an independent registered investment advisor, we have created a top-notch service delivery team with hundreds of years of experience who are technically competent, compassionate and service-oriented professionals. Our team covers all the disciplines needed such as and not limited to estate/corporate attorneys, certified financial planners, insurance experts (life, long-term care, and other specialties), tax strategy/CPAs, Evidence-Based Investing Mutual Funds, ERISA Section 3(38) Advisors, ERISA Section 3(16) Administrative Fiduciaries, TPAs, schedulers and client service managers.
What makes OWA different?
It makes sense to point out what OWA is not. We are a not a big box national brokerage firm. We are not employed by a large national firm or subject to their edicts.
We are employed by our clients. Each client is important to us. John had the unique opportunity to characterize the financial service landscape and then design and build a new firm from scratch avoiding the mistakes that plague the industry.
John designed OWA from the ground up to give our clients the highest probability of success for the reasons that are important to them. From our motivating values focused Discovery meeting to our selection of our subject matter expert team members to our internal processes for developing client advice – each business design decision we make must pass the test: “Does this increase our clients’ probability of success?”