Connor is a financial advisor with a background and passion for helping clients achieve their financial goals. He chose the financial services industry because it allows him to combine analytical problem-solving with the opportunity to directly help improve people’s lives.
Connor earned his bachelor’s degree from UCLA. With an understanding of market dynamics, he provides tailored financial strategies primarily for high-net-worth business owners and medical professionals. He focuses on retirement planning, tax-efficient investment strategies, and business succession planning, helping ensure his clients’ financial decisions align with both their professional and personal goals.
He has been recognized as an Ameritas Leaders Conference qualifier in both 2023 and 2024, a distinction that highlights his dedication to client service and professional excellence. Connor also holds his Series 6, 63, and 65 licenses. CA Lic. 4203440
Beyond his professional achievements, Connor is committed to ongoing education and community involvement. He believes in building long-term relationships based on trust, transparency, and collaboration.
Outside of his work, he enjoys traveling and spending time with his family and friends.