Chris O’Shea, CPA, CFP®
Chief Investment Officer Wealth Advisor Role at The Consulate: At The Consulate, I am the point-person for the investment team…
Chief Investment Officer Wealth Advisor Role at The Consulate: At The Consulate, I am the point-person for the investment team…
President & Chief Executive Officer Wealth Advisor Chief Compliance Officer Role at The Consulate: My role at The Consulate involves…
Director of Financial Planning Standards Wealth Advisor Role at The Consulate: My primary role at the firm is guiding clients…
Chief Financial Officer Wealth Advisor Role at The Consulate: As CFO for Financial Consulate, I am responsible for the planning,…
Senior Wealth Advisor Role at The Consulate: My role at The Consulate involves serving clients, largely through helping them understand…
Founder & Chairman Wealth Advisor Role at The Consulate: As an advocate for individuals and their financial needs, I am…