Broker Check

Our Team

William C. O’Connor, MS, CFP®, EA

Founder and President | LPL Registered Principal

(800) 452 5264

(714) 464-4290

Bill graduated from the University of Southern California’s Personal Financial Planning Program, earning his designation as CERTIFIED FINANCIAL PLANNER™ (continues ...)

Read more

Marcelo Bernardo

LPL Financial Consultant

(800) 452 5264

Marcelo Bernardo measures his success by the strength and longevity of client relationships and he makes his clients interests and concerns his priority (continues ...)
Read more

Sean Walker, MBA

LPL Registered Principal

(800) 452-5264

Sean has over 20 years of experience as a capital markets industry veteran. His background includes a plethora of consulting and advisory roles in matters of corporate finance, mergers and acquisitions and financial analysis.

Read more

Andrea J. Graham, CRPC®

LPL Financial Consultant



Andrea J. Graham, CRPC® has been providing comprehensive financial advice to individuals and business owners since 2001. As a Chartered Retirement Planning CounselorSM, she is uniquely qualified to address our client’s pre...

Read more

Client Care Associates

Our Client Care Associates work closely with the advisors and clients to make sure that any service needs are being addressed.

Read more

Schedule a Complimentary Consultation

Additional Info
Thank you! Oops!