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About Us

O'Neill Financial Management is a registered investment advisor offering a unique approach to investing for high net worth individuals, their families and businesses.

John and Yvonne O'Neill

John and Yvonne O'Neill have worked together to guide and serve their clients for almost three decades.

Yvonne O'Neill
John F. O'Neill

Yvonne started her CPA tax practice in 1983 after graduating from California State University, Fullerton, and working five years in the tax department of the international public accounting firm, Ernest and Young, LLC. In 1987, John left the public accounting industry to join Yvonne's tax practice.

As the tax practice grew, clients were increasingly requesting advice on a range of financial and investment matters. So in 1998, John and Yvonne expanded the firm (and obtained the necessary licenses) so they could advise their clients on investment, financial, and retirement matters.

While John and Yvonne work with a wide variety of successful families and individuals, they particularly enjoy helping clients, especially women, who are approaching retirement or are in their retirement years. Retirement can be an emotionally challenging — and rewarding experience. And it usually involves many questions and possibilities. This is why John and Yvonne have developed a detailed and flexible retirement process to help guide clients throughout their retirement years and provide the confidence that they will not outlive their money. Moreover, to help provide continuity of service and support, John and Yvonne's son, John, III, also works in the practice.

John and Yvonne have resided in Mission Viejo for over 30 years. Family and community are very important to both of them. Yvonne is on the Board of Directors of the Wooden Floor, a non-profit organization that empowers low-income youth from diverse backgrounds to strengthen self-esteem, self-discipline and a sense of accomplishment through dance, academic, and family programs. John served several years as a volunteer fireman with the Orange County Fire Authority. The O'Neills enjoy spending their non-working hours outdoors, whether it be traveling, sailing or just taking their granddaughters to Disneyland or the San Diego Zoo.

John O'Neill III

Director of Operations
John O'Neill III

John III followed in his parent's footsteps and obtained an accounting degree from California State University, Fullerton. Throughout college he worked as a lifeguard Lieutenant at Lake Mission Viejo.

In 2009, he married Jennifer and joined the family practice after nine years of lifeguarding and heading the junior lifeguard program. He still loves the outdoors, running, sailing, and gardening. He and his wife now reside in Mission Viejo with their daughters, Emily and Natalie.

"Wealth is the ability to fully experience life."

~ Henry David Thoreau

Get a Second Opinion About Your Financial Plan

Are you successfully meeting your financial goals?

Schedule a meeting with us for a second opinion on your investment strategy by calling 949-582-1577, or using our second opinion form.

There's no obligation and the valuable information we'll provide during your meeting is yours to keep.

O’Neill Financial Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where O’Neill Financial Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by O’Neill Financial Management, Inc. unless a client service agreement is in place.

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