Tom O'Connor| CFP®, CFA
- Financial Planning
- 401(k) Retirement/Pensions
- Tax Planning
- Asset Protection
- Estate Planning
- Charitable Giving
Our Other NAPFA Members
Torrance, CA 90503
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Tom O'Connor, CFP®, CFA is a WorthPointe CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of industry experience. He is based in Orange County, CA. Tom helps families and individuals to build a portfolio that can last throughout retirement, and to handle life's changes and challenges, focusing on clients in Orange County and Los Angeles. He earned an MBA in Finance and Statistics from the University of Chicago Booth School, and is a Chartered Financial Analyst. Tom has been published in the CFA Institute Magazine, and has appeared on PBS television affiliate KOCE. Learn more and/or Contact Tom.
I help you build your financial independence for a more fulfilling life, given whatever goals you have in mind, and whatever resources are available. I especially enjoy helping people navigate transitions, such as finding yourself suddenly single, suddenly retired, soon to retire, or already retired and seeking guidance on the best way to use your various accounts and benefits. I help people experiencing less cash flow than expected, and people experiencing more. I help people who are new to investing, and experienced investors too. I help activists and artists, as well as corporate executives. I am also happy to help people who are a little suspicious of corporations and of financial advisors in particular. Together we’ll come up with a clear, simple list of actions and ongoing habits to get you where you want to go!
I know what it’s like to find your way through your finances in midst of living a busy life. I have been happily married, widowed, put kids through college, helped aging parents, administered an estate, bought and sold business interests and rental properties—and side-by-side with my clients I have experienced so much more, including stock option planning and executive benefits and contracts. Whatever financial issues you face, let’s talk. We can make it work for you.
I am an alumnus of University of Chicago’s Booth School, where I received my MBA in Finance and Statistics. I've also earned the Certified Financial Planner(R) and Chartered Financial Analyst designations, through rigorous qualification processes.
In my personal time, I play a little acoustic guitar, do a lot of yoga, and love to be outdoors with friends whenever I get the chance.
WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.
As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.