Broker Check
Charlie O'Connor

Charlie O'Connor

Financial Services Professional

Charlie O’Connor has been a career financial agent and benefits professional since 1976. He has provided efficient and tax favorable strategies to maintain growth in retirement accounts for variety of employees in local and statewide government agencies. As he has been a state director for a variety of companies and professionals. He has a solid understanding of government benefits and income retirement options. He involves these benefit options to enjoin the employee in suitable positions for their financial future. He works with his clients to help maximize their retirement income potential and protect their families dreams. He enjoys working in sync with his clients to uncover their family goals while maintaining the strategy of these goals with annual reviews. These reviews expose any changes or sudden “ uncertains” that may occur in the family wishes. Charlie travels statewide to meet with individual clients or conduct group strategy meetings at the request of his clients.

Charlie is a member of a number of state employee associations and is an approved vendor for the Commonwealth of Virginia State Benefit Program. He was the 9 year Beverage Director for the Richmond Folk Festival and an ongoing manager for the ST. Patrick’s Irish Festival in Church Hill.

Charlie resides in the historic Church Hill section of Richmond, Virginia. He frequently visits his daughter and her husband in Atlanta, Georgia.