Richard C. O’Donnell

CFP®

Senior Managing Partner / Member Owner

400 Northridge Road Suite 350 Atlanta, GA 30350
404-237-8881

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.