Timothy S. O’Connor, EA, CFP®

Timothy S. O’Connor, EA, CFP®

Financial Advisor

Tim O’Connor, VP, Financial Advisor, and Tax Manager, began his financial services career with RNL & Associates in 2000. He has extensive experience in financial planning, portfolio management, and tax planning/preparation. Tim earned a Bachelor of Science degree in finance through Castleton University. In addition to being a CERTIFIED FINANCIAL PLANNER practitioner, Tim is an Enrolled Agent (EA). This puts him in a unique position to consider the tax implications across the many areas of financial planning.

DESIGNATIONS
CFP® (CERTIFIED FINANCIAL PLANNER practitioner) since 2007
EA (Enrolled Agent) since 2006

MEMBERSHIPS
Member FSI (Financial Services Institute)
Member NAEA (National Association of Enrolled Agents)

“I love working at RNL & Associates. We work in an environment focused on helping and educating clients along their financial journey. One of the greatest satisfactions you get while working at RNL & Associates is hearing the appreciation of a client who values the service they receive.”

*Tax planning and preparation services offered through RNL & Associates are separate and unrelated to Commonwealth.