O'Donnell Financial Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

O'Donnell Financial is a financial services firm based in San Rafael, California, specializing in mortgage planning and financing strategies for individuals. The company aims to tailor mortgage plans to each client, evaluating a range of options to fit personal preferences and financial goals. It seeks to leverage creative loan financing to help clients manage homeownership costs and pursue long-term savings.

Beyond its mortgage guidance, the firm provides investment advisory services through O'Donnell Financial Services, LLC, a registered investment adviser. Securities and additional advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment adviser; the affiliated entities operate independently. The firm notes that state registrations vary and directs inquiries to its website for details.

Find O'Donnell Financial employees' phone numbers or email addresses

O'Donnell Financial Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

O'Donnell Financial's Leadership

  • Stylized image of a person
    G. D.
    Chief Executive Officer Founder
    Phone icon
  • Stylized image of a person
    B. V.
    Founder
    Phone icon
  • Stylized image of a person
    G. O.
    Owner
    Phone icon
  • Stylized image of a person
    R. O.
    Owner
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  • Stylized image of a person
    S. O.
    Financial Advisor
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  • Stylized image of a person
    E. O.
    Phone icon
  • Stylized image of a person
    J. T.
    Phone icon

O'Donnell Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entertainment
  • Film & Video
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from O'Donnell Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. V.
    Founder
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    G. D.
    Chief Executive Officer Founder
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    G. O.
    Owner
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. O.
    Owner
    Phone icon
    United StatesFlorida
    Feb 20, 2026
  • Stylized image of a person
    S. O.
    Financial Advisor
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    E. O.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. T.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is O'Donnell Financial known for?

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O'Donnell Financial operates in the Financial Services industry. The company's main headquarters is located in 1101 5th Avenue San Rafael, California 94901 United States; you can contact the main corporate office by phone at . Explore O'Donnell Financial's company overview page for more information.

What is O'Donnell Financial's most common email format?

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O'Donnell Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more O'Donnell Financial email formats with LeadIQ.

How many employees does O'Donnell Financial have currently?

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O'Donnell Financial has approximately 23 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are O'Donnell Financial's key employees and leadership?

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As of June 2026, O'Donnell Financial's key employees include:

  • Chief Executive Officer Founder: G. D.
  • Founder: B. V.
  • Owner: G. O.
  • Owner: R. O.
  • Financial Advisor: S. O.

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