Margaret O’Hearn
Financial Advisor

After a long career in education, Maggie was chosen to participate in a two year training program through Raymond James that will result in her achieving her Certified Financial Planner designation. Maggie joined the Integré Wealth Management of Raymond James team in February, 2012. She brings to our team a keen intelligence, enthusiasm, and a fresh perspective.

Maggie earned her bachelor’s degree in political science from the University of California, San Diego. She is fully registered, having completed the Series 7, 66, and California life and health insurance licenses.

The majority of Maggie’s volunteer experience has revolved around children. She has been very involved for many years in organizing special holiday events for the children in her neighborhood; events which have grown in popularity and are now attended by hundreds of children. Recently, she has gotten involved in planning similar events for the underprivileged children in San Francisco. Maggie is also the Technology Chair for the Las Lomas Football Foundation (the local high school where her son plays football), creating and maintaining their website as well as helping to plan and organize fundraisers.

She and her husband, Jeff, and son, Tyler, enjoy traveling together, and are lucky to have family in such wonderful destinations as Hawaii, Montana, Florida, and Italy.

 

 

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.


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