Des Moines, IA
Lindsey O'Neil
Principal & Senior Wealth Advisor
Lindsey O’Neil is a highly experienced CFP® and CPA, bringing over 20 years of wealth management experience and tax experience to Compound Planning. She specializes in serving high-net-worth families, business owners, retirees, and busy professionals. With a deep understanding of complex financial landscapes, Lindsey guides her clients through the development and implementation of detailed cash flow planning, income tax planning, trust and estate planning, charitable contribution approaches, portfolio allocation, and tax-efficient investment strategies. By building lasting relationships and focusing on each client's unique goals and circu...
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Experience
Choreo
3 years
RSM US Wealth Management LLC
4 years
RSM US LLP
3 years
L&L Management Inc.
7 years
Qualifications
The University of Memphis
Bachelor of Business Administration, Finance & Economics
University of North Carolina at Chapel Hill
Masters in Accounting
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Certified Public Accountant
CPA
Specialities
Investment Management
Financial Planning
Retirement Planning
Tax Planning
Tax Preparation
Estate Planning
Asset Allocation
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your personal family
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