Kevin O’Neill Jr. is a passionate and driven Financial Planner based in Pennsylvania. With a strong academic background, he graduated from Saint Joseph’s University in 2022, earning a degree in Economics that laid the groundwork for his career in the financial sector. Kevin began his professional journey at SEI, where he worked for a year, gaining invaluable experience and developing a keen understanding of the financial planning landscape.

In his current role, Kevin leverages his expertise to help clients navigate complex financial decisions, providing personalized strategies that align with their long-term goals. He holds a Life, Accident, & Health license as well as a Series 7 registration, reflecting his commitment to maintaining the highest standards of professional knowledge and ethics. Kevin is also actively pursuing an MBA at Saint Joseph’s University, furthering his education to enhance the services he offers to his clients.

Beyond his professional achievements, Kevin is deeply rooted in his family, being the oldest of three siblings. He takes pride in his close relationship with his younger brother, Liam, and his sister, Meghan. His sense of community and teamwork was also evident during his time at university, where he was an active member of the Gaelic Football team, a sport that demands both physical and mental resilience.

Kevin’s approach to financial planning is shaped by his values of integrity, continuous learning, and a deep-seated commitment to his clients’ success. As he continues to grow in his career, he remains dedicated to making a positive impact in the lives of those he serves, helping them achieve financial security.