Conor Durkin
Financial Planner @Clearwater Capital Partners
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WORK HISTORY
Financial Planner @Clearwater Capital Partners
Provide comprehensive financial planning services, including wealth management, retirement planning, tax optimization, and risk management.• Guide clients through life’s financial milestones, ensuring they are prepared for both expected and unexpected challenges.
EDUCATION
University of Illinois Urbana-Champaign
Bachelor's degree, Economics Major - Informatics Minor
ABOUT CONOR DURKIN
During my time at the University of Illinois at Urbana-Champaign, my area of study focused on the intersection of macroeconomic theory and data analysis and, in the years following graduation, my career began at Deloitte Tax LLP. Working in the Big 4 helped me establish a broad understanding of business as I was exposed to projects that required analysis of multinational companies\' operations, tax strategies, and financial structures. Stemming from my time at Deloitte, I\'ve since translated my passion for helping clients navigate complex financial challenges into advanced financial planning, where I focus on serving individuals. As a financial planner, I work closely with successful business owners and professionals to develop personalized financial strategies that align with their goals. I help clients manage their wealth, plan for retirement, optimize tax strategies, and ensure their financial security.DISCLOSURE:Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor.
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