John V. O'Connor

Investment Advisor

800.506.0015

joconnor@oconnorwealthmgt.com

John V. O’Connor has more than thirty years experience in the financial services industry. Prior to establishing O’Connor Wealth Management, LLC, (OWM) John provided retirement and financial planning services for clients through independent brokerage firms. Through OWM, he has created a financial services firm to deliver unbiased, fee based (no commissions) advice to financial planning clients.

John has worked with a variety of clients such as business owners, school employees, non-profit organizations and individuals who are serious about creating a plan as a guide for their financial future and that of their families.

John feels that an educated client makes informed decisions and understands the thinking behind the creation of a financial plan. He regularly provides information about the issues and questions clients have through seminars, webinars and newsletters. He welcomes client questions and comments so he can continue to improve the services he provides his clients. John is a graduate of Loyola Marymount University with a degree in Business Administration and obtained his Juris Doctorate from Southwestern University School of Law. John also served as an Adjunct Professor, Finance Department, California State University, Fullerton.

John is active in volunteer organizations that serve disadvantaged youth groups. He is an avid runner and regularly competes in half marathons and marathons. As a father of two adult children, John looks forward to pitching batting practice to his six grandsons

5732 E 2nd Street, Suite A , Long Beach, CA 90803
Tel   562.987.2727 |  Fax   562.987.1127

Compliance number: 12016

Michael Hill and Lawrence Bassell are Investment Advisor Representatives of O’Connor Wealth Management, LLC. (“OWM), A Registered Investment Advisory firm licensed in the State of California. KOHR Financial & Insurance Services (KOHR) is not an Affiliate or Subsidiary of OWM. The OWM is licensed in the following states: CA the materials are strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states. The KOHR is licensed in the following states: AZ, CA, CO, NV, OR, UT, WA the materials are strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the advisor is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by an advisor that is registered in the state where the consumer and/or prospective client reside. Links to other sites are for your convenience in locating related information and services. This Agency and OWM do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency and OWM believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency and OWM expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency and OWM does not recommend or endorse these organizations or their products or services in any way. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.