Abel Oonnoonny founded Eagle’s Crest Advisors and delivers retirement, estate, and tax planning services for individuals and businesses. Previously, Abel Oonnoonny served as a Charles Schwab senior financial consultant who maintained an extensive client portfolio, ranking as one of the company’s top financial consultants nationwide.
Managing around $700 million in client assets, he served the needs of nearly 300 households. Abel Oonnoonny entered the Chairman’s club on five occasions and excelled in planning penetration and net asset flow.
A graduate of Boston University School of Management, Mr. Oonnoonny began his career as a brokerage trader and representative with Fidelity Investments in 2000. He engaged with retail and institutional clients in pursuing equity and mutual fund trades and helped resolve complex service challenges.
He attained Series 7, 9, 10, 63, and 66 licenses and insurance qualifications. Mr. Oonnoonny became vice president and branch manager with Fidelity Investments in The Villages, Florida, responsible for hiring, training, and developing associates and external representatives. During his first year in the position, he received recognition as Rookie Branch Manager of the Year.
His work has earned him accolades and featured him in media venues such as 880 AM WCBS New York, Fox New York, and CNBC. In his free time, Mr. Oonnoonny enjoys excursions to the opera and attending Broadway shows.