Ryan P. O'Connor, CLU®, RICP®, CFP®
Wealth Management Advisor


Williams & O'Connor Financial Planning Group

Professional

 

Ryan received his degree in Business Administration from the State University of New York at Geneseo where he concentrated his studies on finance, economics, and political science.  

He has achieved the following professional designations and industry achievements:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Retirement Income Certified Professional® (RICP®)

He works with a variety of individuals, families, and businesses. His areas of concentration are:

  • Qualified and Non-Qualified Wealth Accumulation
  • Distribution Planning
  • Asset Protection Strategies/Medicaid Planning
  • Closely held Business Planning
  • Medical Disability Insurance
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck