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

William C. O'Connor, CFP®

EA, ATA

FOUNDER

Applied Financial Planning, Inc.

100 Pacifica, Ste 400
Irvine, CA 92618
FINANCIAL ADVISOR'S WEBSITE
(800) 867-5264
(949) 380-1210

General

William O'Connor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Applied Financial Planning, Inc. in Irvine, CA and the surrounding communities.

Financial Advisor Experience

Licensed since 1974

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

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

Insurance Licenses

  • Life insurance: Numerous
  • Fixed annuities: Numerous
  • Variable annuities: Numerous

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Banking, Charitable & Planned Giving, Buying a Home, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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