About Us

Donald O'Neal, CFP®
Managing Partner 

 

 
Donald O'Neal - Managing Partner

Don specializes in formulating investment strategies that focus on his clients’ short and long-term financial objectives. He began his career as a Financial Advisor at Merrill Lynch in 1978, where he would later form a partnership with Teresa—prior to establishing their own practice. A Northwest native, Don graduated from the University of Washington before embarking on his profession in the financial industry and in 2002 became a Certified Financial Planner (CFP®).
When he has the chance, Don enjoys spending time on the green, painting canvas rugs, and spending time with his family. In 1976, Don married his high school sweetheart, Terri. Together they raised three children and are proud grandparents. Both are involved in many community activities. In fact, Don spends his Friday nights under the light: officiating high school football.

P | (425) 361-0701 F | (425) 361-0710 E | don.oneal@wayfindingfinancial.comLinkedIn Icon