O'Connor Wealth Management, Inc.

Christopher De Lorimier is a financial advisor at O'Connor Wealth Management, Inc. in Monrovia, CA, with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has been with O'Connor Wealth Management since 2014. In addition to his advisory role, Mr. De Lorimier is an Enrolled Agent who provides tax preparation and planning services through his sole proprietorship, Crown City Tax Planning, and is also licensed as an independent insurance agent. O'Connor Wealth Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through discretionary wealth management and 401(k) plan administration. The firm employs a strategic, long-term asset allocation approach tailored to clients’ life events and behavioral considerations, combining portfolio management with ongoing, issue-specific financial planning.

John O'Connor is a financial advisor with O'Connor Wealth Management, Inc. in Monrovia, CA. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to founding his current firm in 2012, he worked at Reged Financial Training for eight years. He is also licensed individually as an insurance agent and occasionally underwrites term life insurance and annuity products. O'Connor Wealth Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through discretionary wealth management and 401(k) plan administrative services. The firm employs a strategic, long-term asset allocation approach incorporating equities, fixed income, ETFs, and mutual funds, tailoring portfolios to clients’ life events and behavioral considerations.