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
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.
Tom O’Connor has been helping clients make the most of financial challenges and opportunities for more than 30 years. He enjoys working with individuals and families, using his knowledge to help them reach their personal goals by managing their financial resources.
Tom earned an MBA in Finance from the University of Chicago Booth School, concentrating on Finance and Statistics. He is a Certified Financial Planner™ professional (focusing on people), as well as a Chartered Financial Analyst (focusing on investment vehicles). Tom also earned a BS in Computer Science from Purdue University.
During the ‘80s and ‘90s, Tom advised senior executives of Fortune 500 companies on their personal financial matters. In the 2000s, he helped entrepreneurs and inheritors invest in environmentally aware and socially responsible portfolios, and further developed a deep expertise in direct real estate investments and advanced wealth transfer techniques.
During the 2010s, Tom was asked to help a major regional bank’s investment arm handle the departure of more than half its staff members and clients.
After successfully resolving that situation, Tom joined WorthPointe to focus on working directly with clients to achieve their personal hopes and dreams.
Tom enjoys spending time with his family, as well as doing yoga, hiking, playing acoustic guitar, and reading.
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.