Our Team

John O’Dea

CLU®, CExP

Financial Advisor

John has spent over a decade working to simplify investment, insurance and succession planning concepts so that business owners and their employees can be more confident in the actions they take to improve their financial future. Operating a business requires difficult and very personal trade-offs. John specializes in helping business owners and their employees model these trade-offs to better understand the net personal impact of financial strategies – especially those present when business ownership and compensation become inextricably linked.

 

John uses his expertise alongside industry leading tools and technology to provide his clients with the information they need – when they need it. As a result, John’s clients feel more confident about how various strategies could impact their financial futures.

 

When John isn’t helping his clients handle financial curveballs, you might find him calling balls and strikes in Pleasant Hill, CA. John volunteers hundreds of hours each year to ensure that the Pleasant Hill Baseball Association fields the region’s very best all-volunteer umpire crews.

 

John loves spending time with his wife and two children doing anything that the great outdoors has to offer including hiking, fishing, and camping.

 

John is a graduate from Santa Clara University with a degree in Marketing. In 2010, John was awarded the designation of Certified Exit Planner (CExP) from the Certified Exit Planner Board of Standards and the Business Enterprise Institute. John holds the designation of Certified Life Underwriter (CLU) from The American College in Bryn Mawr, Pennsylvania.

 

 

 

John holds CA Insurance Lic.#0D58322 and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated. TR#1227219  DOFU 06/2015.

 

Check the background of this firm on FINRA BrokerCheck