Colleen O’Donnell

Colleen O’Donnell, CFP, is the founder and president of Strategic Wealth Partners, a wealth planning and management firm located in Dallas, Texas, where she has been involved in the industry for over 15 years. Colleen is a member of the Estate Planning Council of North Texas and The Financial Planning Association. She is a recurring recipient of D Magazine’s Best Financial Planners in Dallas award. Additionally, Colleen is a member of the prestigious Resource Group, an organization of elite planners who have chosen to join forces to leverage their intellectual capital for the benefit of their clients.

Colleen, active in many non-profit organizations, is also co-author of Generous Kids, a book about helping children experience the joy of giving.

A participant in the Strategic Coach® Program since 2000, Colleen currently attends Strategic Coach® workshops coached by Dan Sullivan at the Strategic Coach® Masters and the advanced Coach2® levels.

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