About CEO Financial Services

The Company

CEO Financial Services was founded in 2007 with the core principle that strong financials are the foundation for business success and individual well-being. We offer a comprehensive suite of services designed to equip businesses with the tools and strategies needed to optimize cash flow, manage risk, and achieve long-term financial objectives. Our services also extend to individuals, ensuring financial security and alignment with personal and business goals.

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

From launching a new venture to navigating growth phases, CEO Financial Services partners with businesses and individuals to craft personalized financial strategies. Whether you’re a recent graduate seeking guidance for your first business, a family planning for a child’s college education, or a seasoned entrepreneur looking to optimize cash flow, we help you achieve your financial 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 businesses and individuals with the essential components that are vital to financial and personal success. Carol’s intimate, hands-on approach has benefited business startups, midsize entities poised for growth, mergers and acquisitions, and even delicate splits in ownership, such as divorce between owners. She has also excelled at guiding individuals looking to optimize their spending and investment strategies.

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

8461 Lake Worth Rd., STE 433
Lake Worth, Florida 33467

Phone: (561) 389-1227

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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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Contact CEO Financial Services for Answers!

CEO FINANCIAL SERVICES

8461 Lake Worth Rd., STE 433
Lake Worth, Florida 33467
Phone: (561) 389-1227 | Fax: (561) 431-8279 | Email: carol@ceofinancialservices.com

Located in Lake Worth, Florida, CEO Financial Services represents clients throughout Palm Beach County, including, but not limited to the cities of Lake Worth, Wellington, Royal Palm Beach, Palm Beach, Palm Beach Gardens, Juno Beach, Jupiter, Lantana, West Palm Beach, Boynton Beach, Delray Beach, and Palm Beach County.

Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. CEO Financial Services and GWN Securities, Inc. are separate companies.

DISCLAIMER

The information contained in this website is for general information purposes only. The information is provided by [business name] and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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