Patrick Oconnor
Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ professional | Ask me about goal-oriented planning and how it can make you feel more confident with your retirement timeline.
- Role
- Wealth Advisor at Hhm Wealth Advisors, Llc
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Patrick Oconnor
Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional with 10+ years experience.Personal retirement planning, estate planning and wealth transfer, business owner wealth management, nonprofit endowment and foundation consulting, retirement plan consulting, life insurance needs analysis and delivery.Excited to have the resource of not only HHM Wealth Advisors but also HHM CPAs to better assist my current clients as well as new clients.
Experience
Wealth Advisor
Jul 2024 — Present · Memphis, TN, US
Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional with 10+ years experience.Personal retirement planning, estate planning and wealth transfer, business owner wealth management, nonprofit endowment and foundation consulting, retirement plan consulting, life and accident and health insurance.Excited to have the resource of not only HHM Wealth Advisors but also HHM CPAs to better assist my current clients as well as new clients.
Education
Imperial College London
Near and Middle Eastern Studies
2008 — 2008
Pepperdine University
Advertising, Communications, Marketing, Sports Medicine
2005 — 2009
Skills
- Strategic Communications
- Licensed Life Insurance Agent
- Financial Risk
- Investments
- Investment Brokerage
- 401k Rollovers
- Bonds
- Series 66
- Variable Annuities
- College Savings Plans
- Personal Finance
- Retirement Planning
- Management
- Iras
- Series 7
- Trading
- Wealth Accumulation Strategies
- Municipal Bonds
- Corporate Communications
- Wealth Preservation Planning
- Wealth Management
- Fixed Annuities
- Crm
- Asset Allocation
- Mutual Funds
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