Who We Are

FEE-BASED ADVISORS WITH A FIDUCIARY DUTY

We believe that everyone can benefit from objective advice through a transparent plan.
We don't charge commissions - we provide advice for a fee.

John V. O'Connor

John has more than thirty five years experience in the financial services industry. Prior to establishing O'Connor Wealth Management (OWM), John provided retirement and financial planning services for clients through independent brokerage firms. Through OWM, he has created a financial services firm to deliver unbiased, fee-based (no commissions) advice to clients.

John works with a variety of clients including 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, and he welcomes client questions and comments so he can continue to improve the service he provides his clients.

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 also served as an Adjunct Professor, Finance Department, California State University, Fullerton.

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 a father of two adult children, John looks forward to pitching batting practice to his eight grandsons and one granddaughter.

Chris de Lorimier, EA MBA NTPI Fellow

Chris developed his passion for financial planning in college through personal investing and helping friends and family with their own finances. Chris believes that fear can greatly inhibit a person’s decision-making ability and that the best decisions are made through educating his clients in order to reduce this fear.

Chris graduated from the University of California – Los Angeles with a degree in Psychology and obtained his MBA in Financial Planning from California Lutheran University.

Chris is also an Enrolled Agent as licensed by the Treasury Department and has unlimited rights to represent taxpayers before all divisions of the IRS. In 2016, he became a Fellow of the National Tax Practice Institute and is also a proud and active member of the National Association of Enrolled Agents & the California Society of Enrolled Agents - serving as Chair of the Member Engagement & Promotion committee and also as the President of the San Gabriel Valley Chapter.

Chris enjoys going to LA Kings & Ontario Reign hockey games, traveling with his wife, Mary, and exploring the world with his son, Carter.

Contact

  • Phone:
    (626) 432-5450
  • E-Mail:
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Clients

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