LPL Financial Planner
Leo specializes in financial planning for millennials. His passion is helping his clients understand and take control of their finances so they can find the balance between enjoying the present and planning and preparing for their future.
Leo has worked with the O'Connor Investments since 2006. In that time, he obtained his Bachelor's and Master's degrees in Personal Financial Planning from Texas Tech University. He has worked at Visions Investment Services since their purchase of the O'Connor Investments in November of 2016 and has been in his LPL Financial Planner role since 2017
Leo holds the CERTIFIED FINANCIAL PLANNER™ designation. CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Email: leojr@oconnorinvestments.com
