Free Initial Consultation
(250) 808-5241
Mark O'Hara, CFP® Fee for Service Financial Advisor oharam1@outlook.co
Helping you achieve personal financial success
About Us
MARK O’HARA is a CERTIFIED FINANCIAL PLANNER® professional and the owner of, Mark O’Hara Financial Planning Ltd., a registered corporation located in Kelowna, B.C. and servicing the Okanagan area.
Mark has been developing financial plans and giving advice to clients since December, 1999.
As a CFP ® professional, Mark is committed to understanding his Kelowna client’s financial goals and concerns which can be quite simple or very complex. He applies his knowledge, experience and skills to develop, through the financial planning process, specific strategies and recommendations to address each client situation individually.
Mark works with individuals and families, businesses, Stratas and Charities. His clients receive personal and attentive planning services and peace of mind knowing someone has their best interest at heart.
WHAT WE DO AND DON'T DO
What We Do
Mark only practices financial planning which he believes is, at a minimum, a full-time job. The process includes
- Gathering data and establishing your goals
- Identifying your current financial position, issues and opportunities
- Developing and recommending strategies to meet your short or long term goals
- Implementing, reviewing and revising the strategies on a periodic basis
He can help with
- Cash Flow Management
- Retirement Planning
- Risk Management
- Estate Planning
- Tax Planning
- Education Planning
- Investment Planning
What We Don't Do
We do not
- sell any product including, but not limited to, Securities, Mutual Funds, Insurances and Banking products.
- invest your money or do Portfolio Management
However, Mark does understand how the financial system works, and can discuss these with you in the sense of a strategy that would be most suitable. He can make sure you don’t make significant mistakes.
Contact Us
Let's meet!
We value our client's time, so please book an appointment and we can start the discussion to improve your financial future.
Mark O'Hara Financial Planning Ltd.
Kelowna, British Columbia, Canada
Contact Hours
