Jack O'Donnell (CFP®, EA)
Planning Specialties
I help biotech & tech professionals who have equity compensation with financial planning, tax preparation + planning, and investment management.Additional Information
Hey there!
I’m Jack, the founder of JRO Wealth Management. I partner with people that have equity compensation to help them manage their wealth and live their best lives.
I'm based in San Diego, CA, but I hit the road a few times a year to catch up with friends and avoid cabin (beach?) fever. In my early 20s, I took a leap of faith and moved across the country to bet on myself. Now, 10 years later, that bet has led me here, to opening JRO Wealth Management.
Over the last decade, I’ve worked at different wealth management firms, gaining valuable and unique experience alongside some incredibly smart, friendly people.
My biggest takeaway? There isn’t a one-size-fits-all solution for financial planning, especially when it comes to navigating equity compensation. Customized financial planning works—and that’s what makes this job so rewarding.
Every decision involves tradeoffs—some bigger than others. At JRO Wealth Management, we’ll help you navigate these tradeoffs by acting as an objective voice and thought partner to help you make the best decisions for you. Decisions that, ultimately, help you live your best life.
When you’re ready to decide, we’re ready to help. Have a question, want to learn more, or just curious if we would be a good fit? Email us at jodonnell@jrowealth.com.
Jack R. O’Donnell CFP®, EA
Founder, JRO Wealth Management
NAPFA Start Date
July 16, 2024
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.