Brian O’Neil, CFP®, CEPA®

Brian O’Neil is a Managing Director at Certuity, where he advises business owners and high-net-worth families. Mr. O’Neil will establish Certuity’s presence in Denver, Colorado. Mr. O’Neil has 30 years of private wealth management experience spanning leadership roles at major financial institutions. As a Certified Exit Planning Advisor (CEPA®), he has developed deep expertise guiding…