O'Reilly Wealth Advisors

(760) 804-0910
roadmap@oreillywa.com

John O’Reilly

John O’Reilly – Founder

Prior to founding O’Reilly Wealth Advisors in late 2006, John O’Reilly managed corporate business divisions with P&L responsibility as well as departments of large multi-national companies including sales, marketing, product management and engineering. John has managed complex projects across multiple disciplines globally for over 20 years. John has experience with several start-up companies and operations.

John has passed the Series 65 for Investment Advisor Representatives which founded OWA as a Registered investment Advisor firm. John holds a Life Agent license (CA Life Lic. #0F41383), BS Mechanical Engineering and MS Engineering Management (MBA for engineers).

John is active in his local church, a lifelong blood donor, a lifetime member of Marine Executive Association, Founder of San Diego Job Transition Ministry, served on the Envision Carlsbad Citizens Committee (EC3), appointed to the Palomar Airport Advisory Committee (PAAC) and a graduate of Carlsbad Citizens Academy. O’Reilly Wealth Advisors participates in various North County Chambers. John resides in Carlsbad, California with his wife of 30 years, daughter and their Irish Wolfhound.

I’ve always enjoyed serving others whether bagging groceries as a kid, or, now, improving each client’s probability of achieving their goals. As I facilitate Road Maps, I am inspired by hearing each person’s unique vision. I am also inspired by CFPs, CPAs and other team members who enjoy serving at least as much as I do. I am surrounded by incredible people, the closest being my amazing wife and daughter. North County is blessed with people with a “can-do” attitude, open heart and friendly spirit.”John