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Thomas R. O'Connor, CFP®

Abacus Wealth Partners, LLC

17383 Sunset Blvd
Ste A360
Pacific Palisades, CA 90272
Phone: (310) 566-1888
Fax: (949) 242-2770

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Succession Planning
  • Tangible Assets
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.