Building a Tech-Forward Financial Planning Platform with Pat O’Boyle, USNA ‘14
Jun 26, 2026
Technology should make certain things easier so advisors can spend more time solving bigger problems for their clients.” – Pat O’Boyle, USNA ‘14 Pat O'Boyle is the Chief Compliance Officer at Glen Eagle Advisors and a member of the leadership team behind Alooola, a technology-driven financial planning and investment platform. In addition to overseeing regulatory compliance, he supports business development and helps drive the growth of Aloooa's advisory and retirement planning services, including its expanding 401(k) platform for business owners.
A graduate of the U.S. Naval Academy, Pat served as a Marine Corps infantry officer with 7th Marines and completed two deployments to the Middle East. After transitioning from military service, he built experience across investment banking, fintech, and wealth management through roles at Wells Fargo Securities, EquitiesEnd, and CBIZ before joining Glen Eagle Advisors to help scale Alooola's technology-first approach to financial planning.
In this episode of the SABM podcast, Scott chats with Pat about:
From the Marine Corps to Financial Services: How military leadership, investment banking, and startup experience ultimately led to helping build a technology driven planning platform.
Creating Alooola’s Hybrid Approach: Combining personalized financial advice with a mobile-first experience that keeps advisors accessible to clients.
Helping Businesses Reduce 401(k) Costs: Helping business owners uncover hidden retirement plan fees while improving retirement plan offerings.
How Technology Enhances the Advisor Relationship: Using technology to simplify investment management and create more meaningful client conversations.
Building the Future of Financial Planning: Bringing investing, retirement planning, tax strategy, insurance, and advisor support into one platform.
Timestamps:
01:13 Marine Corps to Finance
02:10 Wells Fargo and COVID Markets
04:27 Startup Culture Shift
05:51 Joining Gleneagle and Alooola
09:06 Alooola App Overview
12:40 Why Build the App
14:57 Advisors Using the Platform
18:19 Building with AI and Compliance
21:49 Goals for 2026 and Beyond
25:08 Who They Help Most
Connect with Pat:
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A special thank you to Pat for joining me this week. Until next time!
-Scott Mackes, USNA '01