Member Since: Jul 30th 2021
John Odell, CFP® is a Founder and Principal of Capital Research + Consulting LLC, a 3(38) Retirement Plan Advisor to governmental, non-profit and corporate retirement plans. With over $5 billion in plan assets under advisement, the firm has over 27 years of experience keeping plan sponsors compliant and helping participants prepare for the future.
John is a CERTIFIED FINANCIAL PLANNER™ professional. He also maintains various FINRA securities licenses including Series 7, 24, 27, 63 and 65 through Capital Research Brokerage Services, LLC, (“CRBS”) of which he is a principal. CRBS is a licensed broker/dealer with The Financial Industry Regulatory Authority. John is also a principal of Arroyo Investment Group. Arroyo Investment Group is a GIPS® compliant, fee-only investment management firm.
John holds a Bachelor of Business Administration degree from the University of Notre Dame.
He has been in the investment business since 1988.
Founder and Principal Capital Research + Consulting, LLC