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

Partner at Wealth Management Group, LLC at LPL Financial
Location: Paramus, New Jersey, United States 2 work roles 2 schools
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Current company
LPL Financial
Role
Partner at Wealth Management Group, LLC
Location
Paramus, New Jersey, United States

Who is Michael J. O'Connell, Cfp? Overview

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Michael J. O'Connell, Cfp is listed as Partner at Wealth Management Group, LLC at LPL Financial, based in Paramus, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Michael J. O'Connell, Cfp.

Michael J. O'Connell, Cfp previously worked as Financial Advisor at Lpl Financial and Partner at Wealth Management Group. Michael J. O'Connell, Cfp holds Bs, Finance from The College Of New Jersey.

Profile bio

About Michael J. O'Connell, Cfp

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

Current workplace

Michael J. O'Connell, Cfp's current company

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LPL Financial
Lpl Financial
Partner at Wealth Management Group, LLC
2 roles

Michael J. O'Connell, Cfp work experience

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Financial Advisor

Current
Lpl Financial

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.

Nov 2023 - Present

Partner

Wealth Management Group

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.

Jun 1998 - Nov 2023
2 education records

Michael J. O'Connell, Cfp education

Bs, Finance

The College Of New Jersey

Activities and Societies: Alpha Psi Chi Fraternity Golf

Education record

Lakeland Regional High School
FAQ

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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 LPL Financial?

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

Where is Michael J. O'Connell, Cfp based?

Michael J. O'Connell, Cfp is based in Paramus, New Jersey, United States while working with LPL Financial.

What companies has Michael J. O'Connell, Cfp worked for?

Michael J. O'Connell, Cfp has worked for Lpl Financial and Wealth Management Group.

How can I contact Michael J. O'Connell, Cfp?

You can use AeroLeads to view verified contact signals for Michael J. O'Connell, Cfp at LPL Financial, including work email, phone, and LinkedIn data when available.

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

Michael J. O'Connell, Cfp holds Bs, Finance from The College Of New Jersey.

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