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

Request an Appointment | Office Information

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, 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™ (CFP®) and Chartered Financial Analyst designations. Tom resides in Laguna Niguel, CA. Outside the office, he enjoys reading, staying active outdoors, and spending time with family and friends.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...