O’Connor, CEO and Founder of O’Connor Wealth Management, LLC, has been in the financial service industry for over two decades. He specializes in coaching individuals to prudently invest their money and organize their assets to protect their finances. He successfully guides people to dispel traditional investment myths and uncover the fundamental truths that help lead to a life of wealth and balan
ce. Before transitioning to a fee based investing coach, he was a traditional financial planner with a large securities firm and insurance company. In that environment, he became disillusioned about his belief that the securities firms and insurance companies have hi-jacked the financial planning process to sell products to investors. The desire to solve this important problem has led to the creation of a transformative process that frees people from common investor traps. As an investment coach, his process is different from traditional planning because he is independent and fee based so he is actually employed by his clients. His areas of experience include: estate planning, retirement planning, college planning, investments, wealth management, insurance, long term care, mutual funds,and annuities. O’Connor is a Magna Cum Laude graduate of Loyola University of Chicago, where he earned his BBA in Finance. He holds his MBA from the University of Texas, and has earned his Chartered Life Underwriter and Chartered Financial Consultant designations. In his community, Tim is an active member of his church. Tim and his wife Julie have three children, Jack, Tom and Katie. In his spare time, he enjoys family time, physical fitness, and reading. Tim O’Connor is a Registered Principal with and offers securities through LPL Financial, Member FINRA/SIPC. The team at O’Connor & Associates creates value by providing simplicity, balance, and confidence to what can be a complex and challenging process. Through our Wealth Management Solution ™, we develop a 6-step process that provides our clients with a road map to pursue their financial goals, and experience the possibility of becoming part of the less than 5% of people who achieve financial independence. Specializing in investments, retirement planning, college planning, estate planning, insurance, and annuities, they are passionate about employing thoughtful, value-based planning to help people multiply their investments, protect what they already have, and create a legacy for the next generation.
