Stephanie O’Hara
Stephanie’s focus is on providing financial advice to professionals, business owners, and their multi-generational families. She also advises families who have dependents with special needs. She specializes in wealth accumulation and protection strategies, implementing comprehensive goal-oriented services, customized for her clients. Dedicated to providing excellent, consistent service, Stephanie Puts her experience and expertise to work for you.
LICENSES & QUALIFICATIONS
¨ Investment Advisor Representative
¨ Series 7 & 66 securities registrations
¨ Life, health & accident insurance-licensed
¨ Annuities licensed
¨ Special Care Planner
EDUCATION & BACKGROUND
¨ College educated in England
¨ Has lived and worked all over the world, including London, Dubai, Congo, Malaysia, Greece & Haiti
¨ Relocated to the U.S. more than 30 years ago
¨ 27 years experience in financial services
PERSONAL
¨ Lives in Geneva with her husband, Henry Batha
¨ Has two adult children and two grandsons
¨ Serves on Geneva Natural Resources Committee
¨ Active in community environmental concerns
¨ Enjoys boxing, cycling, swimming & cooking
¨ Loves to travel internationally & in the U.S.
RETIREMENT
¨ IRA Consolidation/Rollovers
¨ Tax Qualified Retirement Plans 401(k) 403(b)
¨ Executive Benefit Planning
¨ Pension Transfer/Rollovers
¨ Pension Payout Alternatives
INVESTMENT & ACCUMULATION
¨ Mutual Funds, ETFs & REITs
¨ Stocks & Bonds
¨ Separately Managed Accounts
¨ DPPs (Tax Shelters)
¨ Alternative Investments
¨ College Funding
¨ Charitable Giving Strategies
INSURANCE & RISK MANAGEMENT
¨ Disability Income Insurance
¨ Long-term Care Insurance
¨ Whole and Variable Life Insurances
¨ Fixed and Variable Annuities
CA Insurance License #0M20235