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Home > Financial Planner Directory > California > Irvine > William C. O'Connor, CFP®, EA, ATA
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William C. O'Connor, CFP®, EA, ATA

Applied Financial Planning, Inc.

100 Pacifica
Ste 400
Irvine, CA 92618
Phone: (949) 380-1210
Fax: (949) 380-9583

Toll-free: (800) 867-5264

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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.