See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
AC
Anita O'connor, Cfp
Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Cooper McManus</span>
Experienced CFP with 29 years of financial planning expertise.
- Claim this Profile
Location
Irvine, California, United States, US
Skills
- Financial Planning
- Insurance
- Wealth Management
- Retirement Planning
- Customer Service
- Show all
Bio
Generated by
Topline AI
Anita O'Connor, CFP, is a seasoned financial professional with 29 years of experience in financial planning, insurance, and wealth management. She has held leadership roles as a Financial Advisor at Cooper McManus and Financial Planner at Gainsborough Financial Consultants, Inc. Anita holds a Bachelor of Science in Psychology from UCLA and a Master of Science in Special Education and Teaching from USC.
Experience
-
-
Financial Advisor
-
Aug 2010 - Present
-
-
-
-
Financial Planner
-
Dec 1980 - Aug 2010
-
-
Education
-
University of California, Los Angeles
-
University of Southern California
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community
You need to have a working account to view this content.
Click here to join now
