Charles E. O'Connor,  CFP<sup>&reg;</sup> - Financial Advisor

Charles E. O'Connor, CFP®

EA

Charles E. O'Connor, CFP, EA

3848 W Carson St, Ste 301
Torrance, CA 90503-6715
(310) 792-1040

General

Charles O'Connor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Charles E. O'Connor, CFP, EA in Torrance, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Insurance, Retirement, Personal Taxes

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