Michael J. O'Connell, Cfp

Michael J. O'Connell, Cfp Email and Phone Number

Partner at Wealth Management Group, LLC @
Michael J. O'Connell, Cfp's Location
Paramus, New Jersey, United States, United States
About Michael J. O'Connell, Cfp

Michael J. O'Connell, Cfp is a Partner at Wealth Management Group, LLC at LPL Financial.

Michael J. O'Connell, Cfp's Current Company Details
LPL Financial

Lpl Financial

Partner at Wealth Management Group, LLC
Michael J. O'Connell, Cfp Work Experience Details
  • Lpl Financial
    Financial Advisor
    Lpl Financial Nov 2023 - Present
    Paramus, New Jersey, United States
    Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. FINRA.org and SIPC.ORG.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Wealth Management Group
    Partner
    Wealth Management Group Jun 1998 - Nov 2023
    Parsippany
    Michael J. O’Connell, CERTIFIED FINANCIAL PLANNER™ professional, is Partner and Head of Financial Planning for Wealth Management Group. He began his financial advisory career with Langdon Ford Financial Group, now Allied Wealth Partners, and still maintains a strong affiliation with them today.Michael’s overall approach is service-oriented and client-centric. He works with high level executives, small business owners, retirees and young families to provide strategies for investment management, insurance protection, estate planning and income in retirement. Michael believes that financial literacy is imperative to achieve financial independence. He has a passion for educating others on the importance of finance to help empower them with the knowledge and confidence needed to guide them towards financial security. Since 2016, Michael has been teaching comprehensive retirement education courses at several educational venues throughout New Jersey. These financial workshops provide education for pre-retirees on issues they will encounter before, during, and after retirement commences and strategies to manage these risks.Michael is a member of The Million Dollar Round Table which is the Premier Association of Financial Professionals. He qualified for Top of the Table in 2012-2022. Michael is also a member of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals.When at leisure, Michael enjoys time with his wife Kimberly and their three children. He is also very active in competitive golf, participating in many New Jersey and Metropolitan area tournaments. He also serves as a regional director for Evans Scholars Foundation which provides full tuition and housing college scholarships to golf caddies with limited financial means.

Michael J. O'Connell, Cfp Education Details

  • The College Of New Jersey
    The College Of New Jersey
    Finance
  • Lakeland Regional High School
    Lakeland Regional High School

Frequently Asked Questions about Michael J. O'Connell, Cfp

What company does Michael J. O'Connell, Cfp work for?

Michael J. O'Connell, Cfp works for Lpl Financial

What is Michael J. O'Connell, Cfp's role at the current company?

Michael J. O'Connell, Cfp's current role is Partner at Wealth Management Group, LLC.

What schools did Michael J. O'Connell, Cfp attend?

Michael J. O'Connell, Cfp attended The College Of New Jersey, Lakeland Regional High School.

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