John is the founder of O'Connor Wealth Management, Inc. and has worked with families, high net worth individuals, and small businesses in the financial services industry for over thirty-five years. He currently serves as the Chief Executive Officer and is a shareholder of the firm.
Prior to establishing O'Connor, John provided retirement and financial planning services to clients through independent brokerage firms. Through O'Connor, he has created a completely independent Investment Advisory firm to deliver unbiased, fee-based (no commissions) advice to clients.
John's clients include business owners, school and healthcare employees, non-profit organizations, and individuals who are serious about creating a plan as a guide for their financial future and that of their families. He believes that an educated client makes informed decisions and understands the thinking behind the creation of a financial plan.
John is a graduate of Loyola Marymount University with a degree in Business Administration and obtained his Juris Doctorate from Southwestern University School of Law.
John is active in volunteer organizations that serve disadvantaged youth groups. He is an avid runner and regularly competes in half marathons and marathons. As the father of two adult children, John looks forward to pitching batting practice to all eight of his grandsons and his one granddaughter.