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Brian O'Neill

President

Cahaba Wealth Management Inc

United States, Georgia, Atlanta

About Me

Brian O'Neill, a Certified Financial Planner™, is the founder and President of Cahaba Wealth Management, Inc. He founded the firm in late 2009 with the goal of focusing the firm's efforts to provide customized financial planning, tax and estate planning, and active investment advisory services to corporate executives, business owners and high net worth individuals. Brian specializes in the areas of retirement transition planning, executive compensation and investment management.

Profile Information

President

Cahaba Wealth Management Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

Aug 2, 2024

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