O’Connor Wealth Management

Specialties

O’Connor Wealth Management, LLC assists individuals and small business with their financial and retirement planning needs. We develop a plan for every client ranging from establishing and keeping a budget to estate planning. The initial planning consultation is complimentary. A written summary of the plan is provided to each client whether or not the client decides to retain us to carry out the plan. We can focus on meeting your needs before you make a financial commitment.

History

Established in 2000.

John O’Connor, President of O’Connor Wealth Management, LLC., has been in the financial services industry for over twenty-​five years in various capacities from corporate executive to financial services manager to financial adviser. John established his own Registered Investment Adviser, O’Connor Wealth Management, LLC., in 2010 so he could expand the number of investment opportunities for its clients and provide clients with a fee based or flat fee option in addition to commission based representation.

Meet the Business Owner

John O.

Business Owner

John V. O’Connor has more than twenty-​five years experience in the financial services industry. Prior to establishing O’Connor Wealth Management, LLC, (OWM) John provided retirement and financial planning services for clients through independent brokerage firms. Through OWM, he has created a financial services firm to deliver unbiased, fee based advice to financial planning clients.

John is a graduate of Loyola Marymount University with a degree in Business Administration and obtained his Juris Doctorate from Southwestern University School of Law. John also served as an Adjunct Professor, Finance Department, California State University, Fullerton.

John is active in volunteer organizations that serve disadvantaged youth groups. He is an avid runner and regularly competes in half marathons and marathons. As a father of two adult children, John looks forward to pitching batting practice to his five grandsons.