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Tom O'Connor is Senior Wealth Advisor for Abacus Wealth Partners, LLC. He advises clients with respect to financial and investment issues, helping clients use money to craft rich and meaningful lives for themselves and their loved ones. Tom also helps sets direction for the firm's financial planning and investment advisory services, and oversees key “backroom” operations.
Tom is a Certified Financial Planner (advising individuals on their overall financial situation), and a Chartered Financial Analyst (analyzing investments and building appropriate portfolios for clients). Tom earned an MBA from the University of Chicago with a dual concentration in Finance and Statistics, and earned a Bachelor of Science degree in Computer Science from Purdue University.
Tom has over 20 years of experience helping individuals bring their financial resources into better alignment with their heartfelt goals. He has worked with a number of advisory firms, including his role as Partner with a national firm since acquired by Goldman Sachs. He has appeared on KUCI radio, on KOCE television, and in other media.
Tom is a member of the Financial Planning Association, the CFA Institute, and the Orange County Society of Investment Managers. He participates in The Nazrudin Project, a national think tank addressing the emotional side of money issues.
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