Tom O’Connor, CFP®, CFA
Senior Financial Planner

Request an Appointment | Contact Me | (949) 718-1600

Tom O’Connor is a Senior Financial Planner at Beacon Pointe Advisors. With over thirty years of experience, Tom is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Prior to joining Beacon Pointe, Prior to joining Beacon Pointe, Tom advised high net worth clients including Fortune 500 executives, entrepreneurs, and business owners. Tom earned a BS in Computer Science from Purdue University, his MBA in Finance and Statistics from the University of Chicago Booth School of Business, and holds the Certified Financial Planner® and Chartered Financial Analyst designations. Tom resides in Laguna Niguel, CA with his fiancée. Outside of the office, he enjoys reading, staying active outdoors, and spending time with family and friends.