• Blue Owl

Financial Planning with Cerity Partners

We believe in a holistic approach to financial planning – one that considers every aspect of your unique financial situation. The first step is to understand your Blue Owl benefits and how they should be incorporated into your personalized financial plan.  As part of our partnership with Blue Owl, we offer a complimentary Benefits Review to all employees.

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Executive Financial Counseling

As a Blue Owl employee, you have access to Cerity Partner’s Executive Financial Counseling services at a discounted rate. Our team of advisors and consultants act in a fiduciary role, making sure all financial decisions are in your best interest and align with your personal goals. Executive Financial Counseling with Cerity Partners will include the following:

  • Blue Owl Compensation and Benefits Integration
  • Investment Management
  • Estate Planning & Wealth Transfer
  • Retirement Planning
  • Income Tax Strategies
  • Risk Management and Insurance Planning

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way. As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Executive Financial Planning

Tax Planning & Preparation

Estate & Gift Planning

Investment Solutions

Insurance Planning & Risk Management

Family Office
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A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As a Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Meet the Team

Joe Tichenor

Partner

Cristina Paul

Partner

Paul D’Elia

Partner

Kevin Buckley

Partner

Daniel Park

Partner

Laurie Belew

Partner & Practice Leader
Daniel Park
As part of the Blue Owl team, you understand the value of expert guidance. While you may have a Financial Planner, we at Cerity Partners invite you to gain an additional perspective. Our expertise in Blue Owl benefits means we can offer tailored insights to enhance your financial strategy.”

Daniel Park, CFP®, Partner

Let’s achieve your goals together.

Schedule a consultation with an Cerity Partners advisor to review the following:

  • Partnership units, RSUs, PIUs, LTIB, fund carried interest, etc.
  • 10(b)5-1 plans
  • Public & private holdings and their impact to your investment allocation
  • Evaluation of group coverage options and cost relative to private coverage
Schedule Now

Cheryl Donaldson

Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Paul Chmielewski

Partner

Estate Planning

2023 Gift, Estate, and GST Tax Changes

December 2, 2022 - Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Michael B. Fischer

Senior Principal

Individuals and Families

A Pitfall of the “Backdoor” Roth IRA Conversion

December 15, 2022 - Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to…

Daniel Park and Cheryl Donaldson

Individuals and Families

Ways to “Supercharge” Your 401(k)

August 25, 2022 - A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

Cerity Partners LLC has an agreement with Blue Owl Capital Holdings, LP to provide advisory services to certain Blue Owl Capital Holdings, LP employees. However, Cerity Partners is not affiliated with Blue Owl Capital Holdings, LP. Cerity Partners LLC and Blue Owl Capital Holdings, LP are separate and unrelated companies.

Please read important disclosures here.

Specialized Financial Planning Advice for Your Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Cristina Paul

Partner

Specialized Financial Planning Advice for Blue Owl Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

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Cristina Paul's headshot

Partner

Cristina Paul

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