Richard C. O’Donnell
CFP®
Financial Advisor / Team Lead / Member Owner
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Education &
Richard has been involved in the financial services industry since 2006. He served as a wealth advisor and director of financial planning for Capital Directions until it partnered with Savant in 2023. Richard helps business owners, senior-level executives, and other high-net-worth individuals navigate investment decisions, estate planning, retirement planning, and charitable gift strategies.
Richard earned a bachelor’s degree in history with a minor in economics from DePauw University in Greencastle, IN and is a CERTIFIED FINANCIAL PLANNER™ professional. He grew up in Cincinnati and lives in Atlanta with his wife, daughter, and their two dogs.
Education &
Designations
- DePauw University, Greencastle, IN
Bachelor’s in History - CERTIFIED FINANCIAL PLANNER™ professional
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.