William O'Connor Email & Phone Number
Founder @ Applied Financial Planning, Inc
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William O'Connor Location
- Irvine, CA, US
William O'Connor Work
- 1986 -now Founder @
- 1988 -1992 Adjunct Faculty - Business Mgm't - Financial Planning @
- 1979 -1986 Vice President, Sr. Credit Officer and Area Manager @ Crocker National Bank
William O'Connor Education
- Ashford University
Bachelor of Arts (B.A.) (Business Administration and Management, General)
- College for Financial Planning
MS, Master Planner Advanced StudiesSM (Financial Planning)
- University of Southern California
CFP (Personal Financial Planning Program)
William O'Connor Skills
- Investment Management
- Wealth Management
- Financial Planners
- Tax Preparation
- Management
- Strategic Financial Planning
- Financial Services
- Financial Advisory
- Financial Planning
- Insurance
- Securities
- Strategic Planning
- Employee Benefits
- Banking
- Portfolio Management
- Wealth
- Tax
- Accounting
- Management Consulting
- Small Business
- CRM
- Financial Analysis
- Tax Planning
- Risk Management
- Investment Advisory
- Marketing
- Series 63
- Retirement
- Credit
- 401k
- Auditing
- Life Insurance
- Mutual Funds
- Investments
- Asset Allocation
- Financial Markets
- Alternative Investments
- CPA
- Fixed Annuities
- Long-term Care
- Trusts
- IRAs
- Series 7
- Estate Planning
- Finance
- Retirement Planning
- Investment Strategies
- Certified Financial Planner
- Asset Managment
- Disability Insurance
- Public Speaking
- Business Development
- Strategy
- Long Term Care
William O'Connor Summary
- William O'Connor, based in Irvine, CA, US, is currently a Founder at Applied Financial Planning, Inc. William O'Connor brings experience from previous roles at UC Irvine and Crocker National Bank. William O'Connor holds a Bachelor of Arts (B.A.) in Business Administration and Management, General @ Ashford University. With a robust skill set that includes Investment Management, Wealth Management, Financial Planners, Tax Preparation, Management and more. William O'Connor has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Applied Financial Planning, Inc Employees
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Irvine, CA, US
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Michael Suarez
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