Frank O'Hara Crpc®

Frank O'Hara, CRPC®, is an experienced financial advisor currently working at Lifeworks Advisors since February 2023, where the focus is on creating wise financial decisions through values, vision, and strategy. Previously, Frank served as a partner at Boelte O'Hara Wealth Management, emphasizing asset growth and legacy planning from November 2020 to February 2023. Frank's extensive background includes roles as Managing Director at Pacer ETFs, where risk management strategies were utilized to safeguard client investments, and various leadership positions at VERISIGN and Pacer Financial, which involved consultative sales and client education. Earlier experience includes regional vice presidencies at MetLife Investors and Pacific Life, as well as a regional director position at Planco, where Frank built multiple territories and developed retirement solutions for clients. Frank holds a Bachelor of Science degree in Business and Finance from Mount St. Mary's University and is a graduate of Red Bank Catholic High School.