Joe O'Boyle

Joe O'Boyleage 34

Principal, O'Boyle Wealth Management

Fast Facts

  • Has traveled to 27 countries on five continents
  • Enjoys surfing
  • Wants to meet legendary Dodger broadcaster Vin Scully

Joe O’Boyle’s practice is located center stage in the entertainment industry – on Wilshire Boulevard in Beverly Hills a couple blocks west of Rodeo Drive.

O’Boyle Wealth Management has become one of the leading advisers to production company executives and lawyers and doctors who serve Hollywood by offering something that isn’t often associated with show business: family values.

Mr. O’Boyle’s three younger siblings work at his firm. The family atmosphere has helped build the business because “trust” is in demand, Mr. O’Boyle said.

“It has been a big value-add for our clients,” he said. “They really get to know our family. Successful people in the entertainment industry are looking for that meaningful relationship – maybe even more so in a Hollywood environment.”

His firm has become popular in part because it assists its business-owner clients in smoothing out the boom-and-bust cycles inherent to the entertainment industry.

Even top movie producers may have a hit film – earning a substantial amount of money in a short period of time – followed by fallow years trying to launch their next project.

“Helping them through the down times is a function of the planning and investing we did during the good times,” he said.

In another dimension of his professional life, Mr. O’Boyle is one of four advisers in Voya Financial Advisors’ retirement-coach program. He writes columns for Money and U.S. News & World Report. His message to young adults: Develop a written financial plan.

“That will help them take advantage of their two biggest assets: time and compounded financial returns,” he said.

Mr. O’Boyle carries that message forward when visiting college campuses around the Los Angeles area to talk to students. In a recent one-hour discussion with incoming freshmen at Loyola Marymount University, he covered budgeting, managing student loans and saving for retirement.

– Mark Schoeff Jr.


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