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"excerpt": " O’Donnell Financial Group | San Rafael, San Jose & Walnut Creek Skip to content Facebook LinkedIn X Private Client Log In Charles Schwab Advyzon NETXInvestor (866) 496-2300 HOME ABOUT Our Holistic Approach Meet Greg O’Donnell OUR SERVICES WEALTH MANAGEMENT MORTGAGE SERVICES INSURANCE SERVICES SOCIAL SECURITY INCOME FOR LIFE MEDICARE SERVICES Master Elite Advisor Resources Get a LifeLink Insurance Quote EVENTS MEDIA RADIO Published Articles LITTLE RED BOOK EDUCATION Whitepapers Videos READ OUR BLOG CONTACT HOME ABOUT Our Holistic Approach Meet Greg O’Donnell OUR SERVICES WEALTH MANAGEMENT MORTGAGE SERVICES INSURANCE SERVICES SOCIAL SECURITY INCOME FOR LIFE MEDICARE SERVICES Master Elite Advisor Resources Get a LifeLink Insurance Quote EVENTS MEDIA RADIO Published Articles LITTLE RED BOOKS EDUCATION Whitepapers Videos READ OUR BLOG CONTACT (866) 496-2300 HOME ABOUT Our Holistic Approach Meet Greg O’Donnell OUR SERVICES WEALTH MANAGEMENT MORTGAGE SERVICES INSURANCE SERVICES SOCIAL SECURITY INCOME FOR LIFE MEDICARE SERVICES Master Elite Advisor Resources Get a LifeLink Insurance Quote EVENTS MEDIA RADIO Published Articles LITTLE RED BOOKS EDUCATION Whitepapers Videos READ OUR BLOG CONTACT (866) 496-2300 Loading... Welcome To O’Donnell Financial Group LET’S TALK Click Here to Schedule a Meeting HOME Rebecca Mack 2026-08-20T21:08:21+00:00 Real Estate Investing Wealth Management IRA Tax Calculator Real Estate Investing Wealth Management IRA Tax Calculator It All Starts Here At the O’Donnell Financial Group, we are here to help you make sense of retirement while gaining confidence and building a custom, comprehensive plan together to help you work toward your goals. With offices throughout the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, we ensure that wherever you are, there is an O’Donnell Financial Master Elite Advisor near you! If you’re looking for comprehensive financial guidance or advice on investing, mortgages, or insurance, we would love to sit down and talk. Our initial 90-minute consultation is complimentary and at no obligation to you. Request Your Complimentary, No Obligation Financial Consultation Text Updates Check this box if you want to opt in and receive text message updates and retirement news from us! Net Investable Assets:* (exclude your primary residence) $100 - $250K $250K - $500K $500K - $1M $1M - $3M $3M + Prefer Not To Answer How Did You Hear About Us?* KGO Radio KTRB Radio KSFO Radio KDOW Radio Television / News Media Appearance Received an Email Facebook Online Search (i.e. Google, Yahoo, Bing) Referral from a Friend / Family Member Direct Mail Other × Sorry, your browser doesn't support embedded videos. TAKE OUR COMPLIMENTARY RISK ASSESSMENT TEST TO SEE IF YOUR INVESTMENTS ARE PROPERLY ALIGNED WITH YOUR UNIQUE RISK SCORE & YEARS TO RETIREMENT. } GET YOUR SCORE! Download A Copy Of Our Little Red Book Of Retirement eBook Series The purpose of this book is to provide you with the knowledge you need to make more informed decisions about the accumulation and income phases of your financial life. As you read through this little book I encourage you to keep an open and active mind. I believe that most of you will learn a thing or two and, at the very least, be better prepared to make good decisions upon its completion. It’s true in life. It’s true in the world of investing and retirement planning: knowledge is power. Never stop learning. Never stop questioning. Never stop thinking for yourself. – Greg O’Donnell DOWLOAD THE COMPLETE SERIES BROWSE INDIVIDUAL BOOKS × I'D LIKE TO RECEIVE THE COMPLETE LITTLE RED BOOK OF RETIREMENT SERIES [activecampaign form=99 css=1] Educational Whitepapers Read Some Of Our Latest Financial Insights On-demand BROWSE NOW Greg O'Donnell's Financial Hour Tune In and Listen To Greg O’Donnell’s Financial Hour LISTEN NOW Master Elite Advisor The Nation’s Most Exclusive Group of Advisors With Access to the Most Recent & Relevant IRA Information LEARN MORE WANT TO MEET ONE-ON-ONE? Schedule a Meeting OR GIVE US A CALL AT (866) 496-2300 × Complimentary, No Obligation Financial Consultation Text Updates Check this box if you want to opt in and receive text message updates and retirement news from us! Net Investable Assets:* (exclude your primary residence) $100 - $250K $250K - $500K $500K - $1M $1M - $3M $3M + Prefer Not To Answer How Did You Hear About Us?* KGO Radio KTRB Radio KSFO Radio KDOW Radio Television / News Media Appearance Received an Email Facebook Online Search (i.e. Google, Yahoo, Bing) Referral from a Friend / Family Member Direct Mail Other × Facebook LinkedIn Twitter HOME | ABOUT | WEALTH MANAGEMENT | MORTGAGE SERVICES | INSURANCE SERVICES | SOCIAL SECURITY | INCOME FOR LIFE | Master Elite Advisor Resources | RADIO | PUBLISHED ARTICLES | VIDEOS | LITTLE RED BOOKS | WHITEPAPERS | IMPORTANT BIRTHDAYS | BLOG | CONTACT © O'Donnell Financial Group Companies, All Rights R",
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