ABOUT TOM
Your planner is Tom O'Connor, CFP®, CFA. For over forty years, I've been helping executives, business owners, and families to see and do more than they imagined possible. My experience, credentials, and education are perfectly aligned to support your unique planning needs.
- I co-founded an independent RIA in the 1980s (WESCAP Group).
- I advised families up to $100 million net worth as a Senior Financial Planner in the headquarters office of Beacon Pointe for four years.
- I advised families up to $200 million net worth as a Partner at Abacus Wealth Partners for eight years.
- I advised top executives as the youngest Partner at Ayco (now Goldman Sachs) for nine years, including:
- ARCO – Treasurer
- Northrop – Senior VPs
- Nestlé – VPs
- Perkins Coie – Partner
- McKinsey – Consultants
- Kaiser Permanente – General Counsel
- I earned my Series 7 and Series 24 (supervisor) designations while supporting leveraged premium life cases at Lincoln National.
- I am a Certified Financial Planner® and a Chartered Financial Analyst.
- I earned an MBA in Finance and Statistics from the Booth School of Business at the University of Chicago, and a BS in Computer Science from Purdue University.
ABOUT OUR WORK
Some unsolicited email received during the last four years:
From Clients:
Tom's fun pictures are much easier to understand than my 96 row spreadsheets!
I am incredibly appreciative of your ability to listen so skillfully, and respond in clear, concise language that made it all so accessible to me.
Thank you Tom. We so appreciate all the work you did to create this for us. We will take all your recommendations seriously. You are the best!
From Peers:
Wow! Really good work here, Tom. You're making me look good.
Tom! Wow! I am blown away by the time and level of detail you put into this. (Client) will appreciate all you provided.
Your enthusiasm for what we do really shows. We have good interplay back and forth.
ABOUT TECHNOLOGY
We use powerful, industry-standard systems for the computations underlying our advice to you. Our advice and ACTION PLANs are written entirely by humans, with no portion ever written by artificial intelligence systems (AI). We do not submit your personal data to any AI platform.
Some of the industry-standard software systems we use have begun to include AI-powered capabilities within their systems. We ensure our system providers state that they have direct agreements with the AI providers prohibiting retention or disclosure of data, its use in training, and the like. This may apply to eMoney, Zocks, Luminary, or perhaps other systems we may use. We take your security seriously and we trust our own personal financial data and analyses to these systems.
ABOUT ACTION PLAN PARTNERS
Action Plan Partners is a service mark of Action Plan Holdings, a California corporation. We are not registered with any regulatory authority. We explicitly do NOT provide any ADVICE regarding securities or other investments. We MODEL and PROJECT investment returns to support our provision of NON-INVESTMENT ADVICE.