Angie O’Leary
Angie O’Leary is head of Wealth Planning at RBC Wealth Management–U.S. Angie and her wealth planning team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisers.
As a 30-year veteran of the financial services industry, Angie sits on several industry roundtable and advisory boards and is often asked to contribute her expertise. Angie has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is an advocate for women and their financial success.
Angie is also active in her community, serving as an executive board member for the Wayside Recovery Center, a treatment center for women and their families recovering from substance abuse, and has a passion for family mission work in Haiti.
Website: www.rbcwealthmanagement.com | LinkedIn: www.linkedin.com/in/angie-o-leary-b10b5317
Latest articles by Angie O’Leary
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How to Plan for Your Three Acts of Retirement
Planning for your retirement years may seem daunting, but considering your differing needs and wants as you transition through these three phases can set you up for success.
By Angie O’Leary Published
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Thinking About a Side Hustle? Three Things to Consider
Before committing the time and energy to a side hustle, ask yourself whether you actually have the time and energy. And don’t forget about the taxes!
By Angie O’Leary Published