O'Connor Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
139 E Colorado Blvd Ste 2, Monrovia, Cal...Phone Number
(626) 386-5116Website
www.oconnorwealthmgt.comRevenue
$7.2 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About O'Connor Wealth Management
O'Connor Wealth Management is an independent financial advisory firm dedicated to providing customized financial planning and investment management services. They emphasize a fiduciary duty to their clients and offer a holistic approach to managing financial life events and transitions. Their services are tailored to individuals seeking better control over their finances, especially during significant life changes. With a focus on transparency and client interests, they aim to simplify the complexities of financial management through unique and complete strategies.Explore more
O'Connor Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
O'Connor Wealth Managemen...
$7.2M
11-50
Private
-
2010
Cd
Christopher de LorimierChief Operating Officer
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
O'Connor Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
O'Connor Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about O'Connor Wealth Management.
O'Connor Wealth Management Tech Stack
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O'Connor Wealth Management is an independent financial advisory firm dedicated to providing customized financial planning and investment management services. They emphasize a fiduciary duty to their clients and offer a holistic approach to managing financial life events and transitions. Their services are tailored to individuals seeking better cont... Read More
