CoverProfile

Owen Mulhern

Partner & Senior Advisor

Financial Coach

United States, Pennsylvania, West Chester

About Me

As the leader of the Financial Coach team and an experienced industry professional having worked at such firms as ING Variable Annuities, Merrill Lynch, and BB&T Investments, Owen takes pride in being able to connect with clients one-on-one and clearly walk them through the ins and outs of financial planning. A former college lacrosse All-American and current triathlete, one of Owen’s favorite ways to explain the real value of working with Financial Coach is a fitness analogy: If two individuals are on a mission to get in shape, and one pulls a workout off the internet to do on their own and another goes to a personal trainer three days a week, who will come out stronger? It’s easy to assume
View more

Profile Information

Partner & Senior Advisor

Financial Coach

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

West Chester

Pennsylvania

United States

May 15, 2024

More profiles to browse

MT
Michael Traynor
Chief Investment Officer & Wealth Advisor
Profile Photo
Meghan Tait
Partner
JM
Jeff Mastronardo
Partner/Senior Wealth Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial