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A professional headshot of David O'Leary, CFA and WealthRocket's personal finance expert.

David O'Leary

Personal Finance Expert

David is WealthRocket’s personal finance expert. He is a chartered financial analyst, wealth management expert, impact investment specialist, podcast host, and public speaker. And he’s also the founder and principal of Kind Wealthan advice-only wealth advisory business committed to independence and transparency that serves business owners and executives with complex financial lives. In his 25-year career, David has worked in various roles across the financial services industry with organizations such as Morningstar, TD Canada Trust, and Origin Capital (the impact investing division of World Vision Canada). 

David produces and hosts The Impact Investing Podcast, and is regularly called upon to speak at conferences and to the media. In addition to his CFA designation, he holds an MBA from the Rotman School of Business at the University of Toronto.


An illustrative image of a man and woman talking across a desk.

Opinion: Why you might not be getting the financial advice you want or need

David O'Leary November 10, 2023

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