Christopher De Lorimier is a financial advisor at O'Connor Wealth Management, Inc. in Monrovia, CA, holding Series 65 and Series 66 licenses with 12 years of industry experience. He also operates Crown City Tax Planning as a sole proprietor, providing tax preparation and planning services, and is licensed as an independent insurance agent, occasionally underwriting life insurance and annuity products. O'Connor Wealth Management serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, offering discretionary investment management combined with ongoing financial planning. The firm focuses on long-term strategic asset allocation and customized portfolios using a variety of investment vehicles, managing accounts with continuous oversight and client-specific restrictions.

John O'Connor is a financial advisor with O'Connor Wealth Management, Inc. in Monrovia, CA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with O'Connor Wealth Management since 2012 and previously worked at Reged Financial Training. Additionally, he is licensed as an insurance agent and occasionally underwrites term life insurance and annuity products. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering a Wealth Management Service that combines discretionary investment management with ongoing, issue-specific financial planning. The firm emphasizes strategic, long-term asset allocation and creates customized portfolios using a range of investment vehicles while managing client accounts on a discretionary basis.