Angella O’Hara, ChFC®, FPQP™

Operations Manager

Since joining Davie Kaplan in 2016, Angella has moved from being a licensed assistant to the Chief Compliance Officer for our registered investment advisors, Davie Kaplan Wealth Care Advisors and DKCB Financial Advisors. 

Angella works behind the scenes to make sure every client receives the best white glove service that Davie Kaplan is proud to offer. If asked, anyone on the Wealth Care team would say that Angella strongly focuses on documentation, processes, and effective solutions, all of which strengthen our relationships with our clients and communication with each other. Each challenge for Angella is a learning opportunity and a way to strengthen our knowledge base.  

Angella has been a presenter at several national conferences helping other firms learn the benefits of effective operations. 

In her free time, Angella can be found with her husband and daughters. She also enjoys camping and visiting upstate NY breweries. 

DESIGNATIONS & LICENSES 

• Chartered Financial Consultant® 
• Financial Paraplanner Qualified Professional® 
• Currently registered and has Series 6, 7, 63 and 66 Securities Licenses 
• Holds New York State Life, Accident and Health Insurance License
  

EDUCATION 

• Recently earned a Bachelor’s Degree in Business Management from Roberts Wesleyan University 
• Holds an Associate of Science (A.S.) in Business Administration from Monroe Community College 

MEMBERSHIPS & AFFILIATIONS 

• Sits on the Town of Ogden Zoning Board of Appeals   
• Member of the National Society of Compliance Professionals