About CEO Financial Services

The Company

CEO Financial Services was built upon the belief that your money should serve as a means of pursuing your life’s goals. The firm was opened in 2007 to help provide individuals with the essential components that are vital to financial success in their personal and business lives.

The Team

As a family business, we are dedicated to empowering our clients to make intelligent choices with their money, enabling each to fulfill their aspirations and experience genuine happiness and security in their lives.

Our Customers

No matter where you are in life – a new graduate just starting out, a family facing a milestone such as starting a business or planning for college, or a small business owner looking to improve cash flow – CEO Financial Services can help you create and execute a customized plan to help accomplish your goals.

Our Financial Advising Team

Carol O'Neil - Financial Advisor - Lake Worth

Carol O’Neil

Financial Advisor

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Carol O’Neil is a financial analyst who spent more than 25 years in financial services and banking with national and international industry leaders, including JP Morgan Chase, Deutsche Bank, and Chase Manhattan Bank. Understanding the complexities of the financial industry, she uses her experiences to educate and assist individuals in navigating a plan for financial success. In 2005, she joined Cornerstone Planning Group, a financial planning and consulting practice as Managing Partner – Business Development. Her focus was on developing financial strategies for families and small business owners.

In 2007, with the desire to provide a more personalized experience for her clients, she founded CEO Financial Services with the intent of providing individuals with the essential components that are vital to personal and financial success. She focuses her practice on developing financial strategies for individuals, family, small business owners, and individuals going through divorce.

Carol holds degrees in Economics and Communications from Allegheny College in Pennsylvania and holds a Certified Financial Divorce Analyst designation. She is pursuing her Certified Financial Planner designation and a Masters in Taxation.

Jim O'Neil - Lake Worth Financial Advisor

Jim O’Neil

Financial Advisor

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Jim O’Neil has over 20 years experience from a diverse industry background including manufacturing, banking, finance, credit analysis, advertising, insurance, and pharmaceuticals. This broad range of industry experience gives him unique insight into how the domestic and global markets affect the economy and more importantly, your portfolio. His broad, firsthand experience better enables him to educate and assist individuals on the appropriateness of financial diversification when developing financial strategies.

Jim holds degrees in Mathematics and Economics from Allegheny College in Pennsylvania. He holds a Certified Retirement Planning Consultant (CRPC) professional designation, and is pursuing designations of Certified Financial Analyst (SFA) and Chartered Market Technician (CMT).

Contact CEO Financial Services

CEO Financial Services Office

By Appointment Only
8461 Lake Worth Rd., STE 433
Lake Worth, Florida 33467

Phone: (561) 389-1227

Have a Financial Planning Question?

Please call (561) 389-1227 or fill out the form below and Carol will contact you.

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