Elite Networking Pros has announced Carol O’Neil as its newest member. She has worked for more than 20 years in the financial services industry.
O’Neil founded CEO Financial Services about five years ago to help people get their “financial house in order” and keep it that way for the rest of their lives. Her idea was simple: create a comprehensive financial plan for each client and then manage this plan toward each goal. This allows clients more time to concentrate on things they cannot delegate. The business has expanded and now offers far more comprehensive financial services.
“After many years in this business, the financial issues have become the easy part; what motivates me now is empowering our clients to make the most intelligent choices with their money, fulfill their aspirations and seeing them experience genuine happiness and security in their lives,” O’Neil said. “This gives us a sense that we are making a difference helping coach people.”
O’Neil holds degrees in economics and communications from Allegheny College in Pennsylvania and is a certified financial divorce analyst. She is pursuing a certified financial planner designation and a master’s degree in taxation. O’Neil and her husband, Jim, live in Lake Worth. Most of their free time is spent with their immediate family or involved with the community.
Elite Networking Pros brings together a group of Palm Beach County business owners and professionals who are truly best-in-class in their respective industries. Its members bond together to help each other succeed in business. Belonging to Elite Networking Pros is like having a team of salespeople working for you. Every member interacts with friends, clients and business associates who could use your products or services.
Elite Networking Pros members will refer you with confidence because of the trust that builds as a result of being a part of Elite Networking Pros.
Elite Networking Pros meets every Friday morning for breakfast at 7:30 a.m. in Royal Palm Beach. For more information, visit www.elitenetworkingpros.com.
