Mitchell R. O’Neill, CFP®

    An investment professional since 1993 and an Allegheny advisor since 1995, Mr. O’Neill specializes in investment planning for individuals and families. He helps clients identify investment goals and objectives, analyzes their current investments, and develops coordinated, written personal investment plans for subsequent implementation. By tailoring and diversifying investments, whether for retirement, education planning, or general investment purposes, he addresses the unique needs and personal circumstances of each client.

    Financial Advisor

    Professional Credentials

    • 01

      CFP® Practitioner, Certified Financial Planner Board of Standards

    • 02

      Series 7 & 63 FINRA licenses

    • 03

      Life, Health, and Variable annuities licenses

    Education

    • 01

      MBA Degree, emphasis in Finance and Investing, The University of Pittsburgh Graduate School of Business; named to national honor society for business students

    • 02

      Bachelor’s Degree, Mechanical Engineering, Carnegie Mellon University
    ADV Part II O'Neill