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Maggie O'Hearn, Integrē Wealth Management, Earns CFP® Certification
Maggie O'Hearn, Integrē Wealth Management of Raymond James (Walnut Creek, CA), has earned her CFP® certification after fulfilling the rigorous requirements of the CFP Board of Standards.
“Maggie brings to our team a keen intelligence, enthusiasm, and a fresh perspective,”
O’Hearn earned her bachelor’s degree in political science in 1990 from the University of California, San Diego, and embarked on a long and rewarding career in education. Just prior to joining Integrē Wealth Management, she taught at the private Meher Schools in Lafayette, CA. In August 2011, O’Hearn was chosen to participate in the two-year Advisor Mastery Program through Raymond James and joined the Integrē Wealth Management team in February 2012. She is fully registered, having completed the Series 7, 66, and California life and health insurance licenses.
“Through her extensive background in education, Maggie has developed remarkable communication skills. She is able to talk with and connect with clients—to understand them and to be understood. Her thoroughness with detail and her dogged pursuit of substantiated facts and information make her really stand out. We’re fortunate—our clients are fortunate—to have her on our team.”
Mary S. Brooks, CFP®, Wealth Management Specialist
Founder, Integrē Wealth Management
Managing Director, Raymond James & Associates, Inc.
Integrē Wealth Management
Founded in 2009 by Mary S. Brooks, CFP®, a wealth management specialist and managing director with Raymond James & Associates, Inc., Integrē Wealth Management offers true wealth management by taking a consultative, team-based approach to financial services that examines all aspects of a client’s financial life. Through an understanding of the client’s whole life, the Integrē team is able to align the client’s investments with the client’s values. Integrē offers both comprehensive financial planning and investment consulting toward the goals of wealth enhancement, wealth protection, and wealth transfer, with a specialty in executive compensation planning. Integrē is a leader in sustainable and responsible investing with an Environmental, Social, and Governance (ESG) arm, and proactively conducts research and analysis into companies that are influenced by these issues. Integrē Wealth Management’s relationship with Raymond James benefits clients by leveraging the expertise, tools, and resources of the multinational financial services firm. www.raymondjames.com/
Raymond James & Associates, Inc.
Member New York Stock Exchange/SIPC
Raymond James is one of the leading independent financial services companies in the U.S. Founded in 1962 by Robert James, Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners, to municipalities and major corporations. By the numbers, Raymond James has more than 6,200 financial advisors, more than 2.5 million client accounts, more than 2,500 locations in the U.S. and internationally, and approximately $447 billion in total client assets. www.raymondjames.com
Individuals certified by CFP Board of Standards have taken the extra steps to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These standards are called “the four E’s.” The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.
CFP Board of Standards
The mission of Certified Financial Planner Board of Standards, Inc., is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for CFP® certification. Certified Financial Planning Board of Standards Inc., owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. www.cfp.net
Mary Brook, CFP®