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EDUCATION

  • MBA, Northeastern University
  • Ohio Wesleyan University

ACCREDITATIONS

  • Certified Financial Planner™
  • Chartered Retirement Planning Counselor℠

PERSONAL INTERESTS

  • Golf
  • Reading
  • Pickleball

Richard S. O’Hara, Jr., CFP®, CRPC®

Private Wealth Advisor

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Rich has more than 35 years of industry experience in both the corporate and financial services industries, enabling him to share his knowledge, expertise, and insight with the individuals, families, and businesses that rely on him. In 2019, Rich founded Clarity Financial Group in Stuart, Florida, an independent affiliate of Lake Street.

Rich’s core principle underlying the firm’s creation is to turn financial complexity into clarity for his clients. Operating strictly under the fiduciary standard, Rich executes on a customized wealth management experience that addresses the unique goals and best interests of each client.

Prior to establishing Clarity Financial Group, Rich served as Vice President with Merrill. He earned a bachelor’s degree in politics and government from Ohio Wesleyan University and an MBA from Northeastern University. Rich holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards and the Chartered Retirement Planning Counselor ℠ designation from the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

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Richard S. O’Hara, Jr., CFP®, CRPC®

Private Wealth Advisor

LinkedIn ProfileEmail

Rich has more than 35 years of industry experience in both the corporate and financial services industries, enabling him to share his knowledge, expertise, and insight with the individuals, families, and businesses that rely on him. In 2019, Rich founded Clarity Financial Group in Stuart, Florida, an independent affiliate of Lake Street.

Rich’s core principle underlying the firm’s creation is to turn financial complexity into clarity for his clients. Operating strictly under the fiduciary standard, Rich executes on a customized wealth management experience that addresses the unique goals and best interests of each client.

Prior to establishing Clarity Financial Group, Rich served as Vice President with Merrill. He earned a bachelor’s degree in politics and government from Ohio Wesleyan University and an MBA from Northeastern University. Rich holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards and the Chartered Retirement Planning Counselor ℠ designation from the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

EDUCATION

  • MBA, Northeastern University
  • Ohio Wesleyan University

ACCREDITATIONS

  • Certified Financial Planner™
  • Chartered Retirement Planning Counselor℠

PERSONAL INTERESTS

  • Golf
  • Reading
  • Pickleball

Back To Team

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Advisory services are offered through Lake Street Financial, LLC (“Lake Street”), an SEC Registered Investment Adviser.

Securities offered through Purshe Kaplan Sterling Investments, member FINRA / SIPC, headquartered at 80 State St, Albany, NY 12207. Purshe Kaplan Sterling Investments and Lake Street are not affiliated companies.

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