William J. O’Connell CFP®

VP, Personal CFO

There is a delicate balance between ‘Saving for Tomorrow’ and ‘Living for Today’. William is passionate about working with his clients so they have the confidence that they are effectively balancing these and can work towards what is most important to them.

William has been counseling clients in the financial services industry for over twenty years. He transitioned into this career shortly after working with a Financial Planner who helped him clarify financial choices and options when he was leaving the Aerospace Industry.  “While working together, I realized that confident strategies to numerous financial issues helped give me confidence; I knew my family and I would be OK because our concerns were being addressed.” 

William’s practice is based on transparency, confidentiality and a team approach. As his client’s Personal CFO, William can bring access to a powerful combination of local experience and national resources.  As a result, clients get personalized guidance, professional advice, a coordinated approach, and innovative strategies.  By looking at the big picture, William’s clients also get confidence from knowing they made the appropriate choices based on their overall situation.  

“The people I work with want someone they can turn to for objective advice as they make financial decisions at home or at work.  Whether you are a Small Business Owner or an Employee, we all face financial choices daily that involve investments, mortgage(s), buying a new car, taxes, insurance(s), vacation or lavish vacation, college planning, retirement planning or employee benefit plans.”

After raising their kids in Poway, William and his wife Laurie recently moved closer to the San Diego Harbor area.  William and his family continue to enjoy time on San Diego Bay or at the River while waterskiing, wakeboarding, occasionally barefoot skiing and paddle boarding.  William is an avid bicyclist and has ridden from San Francisco to San Diego in support of the Challenged Athletes Foundation.

William J. O’Connell is a registered representative with and securities offered through LPL Financial.