This week, Jason Jacobi, CFP® & Mark Boyer welcome Will O'Neill, Lawyer, Family Man, and Newport Beach Mayor Pro-Tem to the office to discuss his journey from Fresno to the seaside community of Newport Beach.

Topics discussed:

1. Upbringing in Fresno


2. College and athletics


3. Law roots and continuing the family legacy


4. Journey post-college


5. City Council to Mayor in 2020, and Will's covid response


6. Plans for 2024 as Mayor (again)


7. Best financial advice Will has received


8. Closing Thoughts

Links mentioned in this episode:

Will O'Neill's Instagram: [https://www.instagram.com/realwilloneill/]

Important Disclosure:

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Will O'Neill is not affiliated with or endorsed by LPL Financial or Boyer Financial Services.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Individual tax and legal matters should be discussed with your tax or legal professional.