Angella N. O’Hara, ChFC®, FPQP™

Advisor/Operations Manager

Since joining Davie Kaplan in 2016, Angella has obtained the Chartered Financial Consultant™ and the Financial Paraplanner Qualified Professional™ designation and has moved from being a licensed assistant to a trusted Advisor and the key person for Davie Kaplan Wealth Care Advisor’s compliance.

Angella prides herself on giving her clients a strong holistic financial plan that helps them plan for their futures. “Education of my clients is very important to me. Many of my clients find planning for their future scary or new to them, and I strive to end the fear of the unknown.” In addition to meeting with clients, Angella works behind the scene 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 has a strong focus in 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.

She is currently registered and has a Series 6, 7, 63 and 66 securities licenses as well as a New York State Life, Accident and Health Insurance License. She has specific training and expertise in the circumstances of divorced and widowed clients.

Education

  • A.S. Business Administration, Monroe Community College

 

Get to know the "real me"...

Angella and her husband, Patrick, reside in Spencerport where she is a member of the Town of Ogden Zoning Board of Appeals. She is the proud mother of two amazing daughters.

Angella utilizes her skills for planning to make sure she is first in line to make reservations for campsites at NY State parks around the region and enjoys visiting the many breweries that upstate NY has to offer.