Brian P. O'Neill, CFP®, EA

Brian P. O’Neill, CFP®, EA

Winged Wealth Management and Financial Planning

Brian is the founder of Winged Wealth Management and Financial Planning LLC, a fee-only fiduciary RIA firm focusing on the military aviator community.

Brian served 23 years in the Air Force, commanding at the squadron and group levels, and flying both the F-16 and F-35.

Brian launched his firm in 2021 and is an expert in focusing on a small niche to rapidly grow a practice.

I'm Speaking At

April 25, 2024

4:30 PM -
5:15 PM

Demystifying Backdoor Roth IRA for Military Families

Confluence A

Whether it's during the transition to civilian employment or because combined spouse income is too high, many military families miss out on Roth IRA tax-advantaged savings. Back...

AFCPE® CEU CFP® CE MQFP® CEU Practice