John Oconnor

Q: What is John O'connor Cfp(r) email address?

Email John O'connor Cfp(r) at john_cfp@vanguard.com. This email is the most updated John O'connor Cfp(r)'s email found in 2026.

Q: How to contact John O'connor Cfp(r)?

To contact John O'connor Cfp(r) send an email to john_cfp@vanguard.com. (updated on May 07, 2025)

Senior Financial Advisor at Vanguard | Phoenix, Arizona, United States

About John Oconnor

John O'Connor, CFP® serves as a Senior Financial Advisor at Vanguard Group, where he leverages his extensive expertise in wealth management, estate planning, and high-net-worth client relationship management to deliver tailored financial solutions. In his current role, John oversees a dynamic portfolio of over 250 high-net-worth clients, managing approximately $600 million in assets under management (AUM). His deep understanding of investment management and asset allocation enables him to craft personalized strategies that align with each client’s unique financial goals, risk tolerance, and long-term aspirations.

A key focus of John’s work involves developing sophisticated estate planning strategies that optimize tax efficiency and preserve wealth for future generations. His proficiency in tax planning, combined with his Series 7 and Series 63 licenses, allows him to navigate complex regulatory environments while providing comprehensive advisory services. John’s commitment to client success is reflected in his impressive retention rate of over 97%, a testament to his ability to foster trust and deliver consistent value.

Beyond individual client management, John plays a vital role in mentoring junior advisors, sharing best practices in investment advisory and business development. He actively contributes to Vanguard’s growth initiatives by identifying new business opportunities and expanding the firm’s reach within the high-net-worth segment. His expertise in financial planning, coupled with his skills in small business advisory and tax strategies, positions him as a trusted partner for clients seeking holistic wealth management solutions. Through his dedicated approach, John O’Connor continues to drive long-term financial success for his clients while strengthening Vanguard’s reputation as a leader in personalized financial planning.

John Oconnor Work