Marisol O'Neil, AAMS

Marisol O'Neil, AAMS VP, Financial Consultant As a Schwab Financial Consultant, it’s my job to help you create a better financial life. This page and updates are for U.S.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern appr

oach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 661-864-3883 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

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A great time was had by all! Thankful for our community and Schwab Partnerships that add value to our relationships. Le ...
08/13/2025

A great time was had by all! Thankful for our community and Schwab Partnerships that add value to our relationships. Le Cave presented a delightful meal and wine pairing to delight our guests. Blessed to be able to spend time discussing the climate of investing. We welcome all friends!

Update: Luca turned 19 this week, he's loving life in the Bay, excellent student/athlete and making new friends from aro...
02/22/2025

Update: Luca turned 19 this week, he's loving life in the Bay, excellent student/athlete and making new friends from around the world! Blessed to have such an amazing experience! Following in my shoes of studying finance. Yes I am one proud mother!

Thankful for another year of life!! God is good. I am so appreciative of my family and friends. Every one of you play a ...
01/28/2025

Thankful for another year of life!! God is good. I am so appreciative of my family and friends. Every one of you play a important part in my life and I couldn't be more loved. I am celebrating for another 3 weeks because, why not? I only get one birthday a year and it allows me to continue celebrating the beautiful life God has allowed me to have. Cheers to 2025!

Merry Christmas & Happy New Year! Thank you for being a part of our lives & I pray you have continued success. May you c...
12/16/2024

Merry Christmas & Happy New Year! Thank you for being a part of our lives & I pray you have continued success. May you continue to find health & happiness throughout this year & the next. Cheers to peace, prosperity & joy!

The O'Neil Family

Congrats to Dave Thompson for his 2024 Kern County Fair AWARD-WINNING Beef Jerky & Pickles!! Dave retired from Dreyers &...
10/02/2024

Congrats to Dave Thompson for his 2024 Kern County Fair AWARD-WINNING Beef Jerky & Pickles!! Dave retired from Dreyers & has found his calling! Thank you for sharing your First & Second Place ribbons with us Dave!







A few weeks ago, I had the pleasure of taking a quick trip with my husband! It was so beautiful, serene and rejuvenating...
09/17/2024

A few weeks ago, I had the pleasure of taking a quick trip with my husband! It was so beautiful, serene and rejuvenating. Granted, I am not the best fisherman, but I do love nature! In that moment, I realized two things:
1. I need to become more strategic with my fishing skills.
2. I need more hobbies!
Active lifestyles keep us going physically, vacations keep us going motivationally but hobbies keep us young.

What are your hobbies or hobby goals?





Take a breath! I often remind myself that it's important to celebrate the people in your life. Thank them for being a sh...
09/09/2024

Take a breath! I often remind myself that it's important to celebrate the people in your life. Thank them for being a shoulder to cry on, a smile that lights up your life or just a friend that brings a lighter conversation to the table. Life is too precious to not appreciate and enhance everyone you come into contact with.

Let's start the week off with a kind, encouraging or powerful word. I'll start!
Infectious
What's your word?







Excited to announce my first born is off to college!! A couple of weeks ago we moved him into his dorm at Menlo College ...
09/03/2024

Excited to announce my first born is off to college!! A couple of weeks ago we moved him into his dorm at Menlo College where he'll be studying finance and wrestling. I thank God that he has this opportunity to spread his wings and step into his next chapter of life.







Focus on the positives!Spring Break in Lucca, Italy was possibly one of the most unexpected experiences this year. The t...
07/17/2024

Focus on the positives!
Spring Break in Lucca, Italy was possibly one of the most unexpected experiences this year. The town was small, the weather was dizzily and there was little to do. But I will forever remember, we had the best pizza in Italy and we checked that off our bucket list.
In a month, our first born and eldest, Luca will be attending Menlo College and be able to share his experiences. Menlo is known for their cultural diversity and international culture.
What are you checking off your bucket list this year?







"Don't limit investing to the financial world. Invest something of yourself, and you will be richly rewarded." - Charles...
05/08/2024

"Don't limit investing to the financial world. Invest something of yourself, and you will be richly rewarded." - Charles Schwab
Truly I am a believer in investing in yourself. Where do you invest your time to create a more value as a person? Reading, podcasts. relationships, expanding your experiences?




Celebrating the end of Tax Season! I know for many it's a very stressful time, but how do we learn, grow, plan? I'd love...
04/16/2024

Celebrating the end of Tax Season! I know for many it's a very stressful time, but how do we learn, grow, plan?
I'd love for you to share your thoughts here! Ask questions and collaborate on how we can improve before the end of this year.





I missed home!! I can't believe we traveled up and down Italy! Of course we hit as many landmarks as we could. I'm thank...
04/11/2024

I missed home!! I can't believe we traveled up and down Italy! Of course we hit as many landmarks as we could. I'm thankful that Schwab encourages us to take a Sabbatical every 5 years of tenure. Where are you traveling to this year?





Address

5555 Truxtun Ave, Ste 100
Bakersfield, CA
93309

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