John O'Connor, CFP<sup>&reg;</sup> - Financial Advisor

John O'Connor, CFP®

SageSpring Wealth Partners

12 cadillac drive, suite 100
brentwood, TN 37027
(615) 761-9329 CONNECT WITH John
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General

John O'Connor is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at SageSpring Wealth Partners in brentwood, TN and the surrounding communities.

Financial Advisor Overview

I provide comprehensive financial planning tailored to a wide range of individuals and families, with a specialized focus on anesthesiologists, CRNAs, people with concentrated stock positions, and business owners. My goal is to help clients build a clear, strategic path toward financial freedom and a secure retirement. My services encompass all key areas of financial planning, including retirement, investment, tax, estate, education, and insurance strategies—ensuring a holistic approach to every client's financial well-being.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career Change, Business Taxes, Asset Allocation, Investment Management, Estate Planning, Government & Military, Getting Divorced, Irregular Income, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources