Tom OConnor

CFP®, CFA

WorthPointe

Financial Advisor

Tom OConnor

CFP®, CFA

WorthPointe

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tom OConnor, CFP®, CFA

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Tom OConnor is a Torrance, fee-only financial planner. WorthPointe provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tom OConnor is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

 

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.

 

Tom OConnor is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Tom OConnor is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Tom OConnor is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Tom OConnor

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Office Locations:

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