Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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Our Process
Together, we’ll determine your goals, and find the best strategies to achieve them.
Rob O'Carroll
Financial Planner, Founder
With a mission to provide relationship-based financial solutions, Rob O’Carroll founded O’Carroll Investment Management (OIM) in 2009. Moving beyond traditional approaches, he brings an independent outlook to each clients’ needs. OIM...
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Matthew Cairo
MBA, CFP®, CERTIFIED FINANCIAL PLANNER®
MBA, CFP®, CERTIFIED FINANCIAL PLANNER®
Financial Planner
Matthew@ocarrollinvestment.com
Matthew graduated from San Diego State University (SDSU) with an MBA focused on corporate governance and completed a graduate certificate in Family Financial Planning from Iowa State University (ISU). Matthew has a passion for...
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