Brian P. O’Neill, CFP®, EA

Winged Wealth Management and Financial Planning LLC

Brian “ALF” O’Neill served 23 years in the Air Force flying F-16s, F-35s, and commanding at multiple levels. In 2021, he launched Winged Wealth Management and Financial Planning LLC, a fee-only RIA focusing on Military and Veteran families with a specialization in the fighter aircrew community. The firm grew rapidly fueled both by the focus on a niche and the use of frequent blogging. Brian has attended MilMoneyCon and presented each year. He is the current Officer in Charge of the Military Financial Advisors Association (MFAA) and helped launch the Military Qualified Financial Planner (MQFP®) Credential. Brian is a CFP® Professional and IRS Enrolled Agent (EA).

I'm Speaking At

2:00 PM -
2:45 PM

Hard to Get: A Prospect Process that Works

Getting prospects on the calendar is the hard part, but how do you close them? You need to sell, but most people don't like being sold to. What's the right recipe? Provide val...

Brian P. O'Neill, CFP®, EA