Timothy O’Connell, CFP®,CFBS,                      Financial Planner

The Story
Tim’s financial services career began on the floor of the New York Stock exchange in 1984, but his passion for helping others was truly sparked in the living rooms and boardrooms of the families, individuals, executives, and business owners whose challenges he saw firsthand as their financial advisor.

With Charter Oak since 2011, Tim and his team use an educational approach to guide clients through creating and maintaining a comprehensive and coordinated financial strategy. “Our process is focused on helping them to build and maintain wealth in retirement and potentially through generations,” Tim explains. His knowledge helps them meet their objectives efficiently, and his years of experience have helped him build mutually trusting and comfortable relationships. Above all, Tim considers his true value to be showing people what is possible in their financial planning strategy.

Tim and his wife of over 35 years live in Connecticut and enjoy spending time with their four wonderful grown children and grandchildren. In addition to spending time with his family and running his practice, Tim is very active in his community and with Hillside Food Outreach of CT/NY.