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Abel Oonnoonny - President and Founder of Eagle’s Crest Advisors

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As founder and president of Eagle’s Crest Advisors, Abel Oonnoonny oversees all firm operations, including retirement, estate, and tax planning services for both individuals and companies. Mr. Oonnoonny attributes his professional growth and experience in finance advisory services and wealth management to his tenure as vice president and senior finance consultant at Charles Schwab in New York.

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Over the course of 11 years at the Charles Schwab, he advised and guided more than 300 families, with a primary focus on retirement and estate planning. His contribution earned a spot in the top 5 percent of financial consultants in the firm for the years 2014, 2015, 2016, 2018, and 2019. He was also a member of the Chairman’s Club during those years. Other achievements include managing one of the largest client practices in his first year and growing its portfolio from $100 million to $3 billion in assets.

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Abel Oonnoonny’s other previous engagements include Fidelity Investments in The Villages, Florida, where, between 1998 and 2013, he rose through the ranks to become a vice president and branch manager.

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