Thomas R. OConnor,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas R. OConnor, CFP®

CFA

Senior Adviser

Clarity

16440 Bake Street, Suite 150
Irvine, CA 92618
FINANCIAL ADVISOR'S WEBSITE
(949) 579-9893

General

Thomas OConnor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clarity in Irvine, CA and the surrounding communities.

Financial Advisor Overview

I help people move confidently, from earning a paycheck, to a fun and fulfilling life beyond full-time employment. I work with you to generate regular monthly income, reduce your taxes, and grow your investments. I also enjoy extra challenges like business questions, or special needs. I've helped people retire for over 25 years, so I've seen a lot of things, and I'm always glad to tackle new challenges. I enjoy helping people, and I believe we'll enjoy working together!

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Financial Advisor Experience

I've been helping people retire for over 25 years, so the questions you are facing are questions I face every day. I'm a CFP (R), so I know about planning for real people. I'm a CFA, so I know about securities and markets. And I'm a University of Chicago MBA specializing in Finance and Statistics, so I've been to the ivory tower of financial theory. My great joy is putting all this knowledge to work for you, without forcing you to get any more involved than you want to be. (On the other hand, if you want to see how we develop our recommendations, I'm glad to show you what we do "under the hood".) We've all dealt with life's changes...some we saw coming and some we didn't...and I know my real job is to make sure you are financially ready for whatever lies ahead for you!

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

I am a partner in WorthPointe, an independent Registered Investment Adviser. Our clients mainly use TD Ameritrade to hold their assets, and we can make use of virtually any investment product out there...but we mainly use Vanguard and Dimensional Fund Advisers to keep costs low and tax efficiency high!

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Business Taxes, Career Change, Investment Management, Employee Benefits, Irregular Income, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources