Designations and Licenses

Connor is a CERTIFIED FINANCIAL PLANNER® professional and has the Chartered Retirement Planning Counselor℠ designation.

Experience and Education

Connor provides personalized wealth planning solutions for high-net-worth individuals, families and business owners by developing and implementing customized investment, retirement and risk management strategies. He also provides planning and strategies for growing and protecting wealth, including tax and estate planning.

Prior to his current role, Connor was an associate wealth advisor with Mariner. Before joining the firm, he was with Edelman Financial Engines, where he worked with individuals and families engaging in comprehensive financial planning. Earlier in his career, he was employed by an affiliate of Cetera Advisors.

Connor has a bachelor’s degree in finance from San Diego State University and a certificate in financial planning from New York University.

Personal Interests

Away from the office, Connor enjoys spending time with friends and family. He likes traveling, hiking and backpacking, exercising and cheering on his favorite sports teams, the San Francisco Giants, San Francisco 49ers, Sacramento Kings and New York Yankees.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.