Angella N. O’Hara, ChFC®, FPQP™, Advisor/Operations Manager

Angella is a member of Davie Kaplan Wealth Care Advisors, LLC. She is an experienced financial service professional who began her career at Financial Planning Association of Greater Rochester and MetLife. She has an in-depth knowledge of personal life, disability and long-term insurance with a specific emphasis on personal life insurance products. Angella has her FINRA Series 6, 7, 63 & 66 exams and maintains her NYS Insurance license. As a Client Service Specialist, Angella oversees all insurance activities and ensures support of all Financial Advisors. Her knowledge and experience with client support enhances the Wealth Care client experience.

Education

  • A.S. Business Administration, Monroe Community College

 

Get to know the "real me"...

Angella and her husband, Pat, reside in Spencerport along with their two daughters. She enjoys running, bicycling along the Erie Canal and riding on her husband’s Harley Davidson.