President
Cahaba Wealth Management
999 Peachtree Street NE
Suite 790
Atlanta, GA 30309
Phone: (404) 549-7678
[email protected]
http://www.cahabawealth.com

Brian O\'Neill, a Certified Financial Planner™, is the founder and President of www.cahabawealth.com, Inc. He founded the firm in late 2009 with the goal of focusing the firm\'s efforts to provide customized financial, tax, and active investment advisory services to corporate executives, business owners and high-net-worth individuals. Brian specializes in the areas of retirement transition planning, executive compensation, and investment management.

Brian began his career in private banking with Bank of America in 1995. Eighteen months later, he joined Creative Financial Group, where he spent over 13 years. During that time, he opened and ran the company\'s Birmingham office and later served as Senior Vice President over company operations in Atlanta. It was during this time that Brian cultivated his passion for working with individual clients, while also leading retirement seminars and workshops for executives and employees of AT&T, Southern Company, Cingular Wireless and other local companies.

Brian graduated from Rhodes College with a bachelor\'s degree in economics. He serves on the Rhodes Red & Black Executive Committee and has also served as a member of the Rhodes alumni volunteer group. He is also involved with Habitat for Humanity through his membership in the Cathedral of Christ the King in Atlanta and serves as treasurer of the Loring Heights Neighborhood Association. Brian is also a member of the Georgia Chapter of the Financial Planning Association (FPA), serving as a member of the Partnership Committee.

Brian and his wife Laura live in midtown Atlanta with their daughter Isabella and sons Duncan and Tanner.