| Investor Resources, Inc. (IRI), a Port Orchard wealth management and retirement planning firm, recently hired Dan O’Leary to oversee the firm’s expanding retirement planning department. IRI has offices in Port Orchard and Bellevue.
O’Leary has been in the financial services industry over 20 years with the last 15 focusing on financial planning. He qualified as a certified financial planner in January 1999. In 1991 he created O Bee Financial Services Inc., a wholly owned subsidiary of O Bee Credit Union in Tumwater, and was responsible for overall operations. He worked with a full range of financial issues such as fully utilizing employee benefits, determining cost-effective ways to pay for college education, and how to prepare for retirement.
O’Leary is a former member of The Garrett Planning Network, a nationwide network of financial advisors dedicated to providing unbiased financial advice on a Fee Only basis. In addition, he is past president of the South Puget Sound Estate Planning Council and a past board member of the Western Washington Financial Planning Association (FPA. |
