Neil O’Connor has 19 years of experience in the Investment Industry in both the retail and institutional markets. His areas of specialty include Asset Protection, Retirement Income Planning, Asset Accumulation, Tax Minimization and Wealth Transfer. Prior to becoming an Independent Advisor and joining LPL Financial Neil was responsible for the start-up and growth of the San Mateo Credit Union investment program with CUSO Financial Services. There he managed wealth and risk with a concentration on retirement income plans for members of the credit union including members in the public safety community. Neil provided fixed income portfolio strategies to institutions. He also managed Investment Plans as a compliment to Trust and Estate Planning at Wells Fargo Private Client Group for the banks affluent clients. Neil’s goal is to earn a long term trust relationship with his clients providing ongoing independent advice helping families and institutions make prudent investment decisions. It is through personal ongoing service that he gains a full understanding of his client’s overall financial situation.