How to navigate the 2025 Tax Cuts and Jobs Act sunset
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Oakland, CA

Mike O'Connor

VP, Wealth Advisor

Mike is an experienced Financial Advisor with over 20 years experience in Wealth Management. His career includes experience with ultra-high-net-worth clients as well as working with other financial advisors. Mike is passionate about helping people through the complexities of their financial lives with a focus on tax minimization and objective advice. Outside of work, Mike is an avid fan and season ticket holder of the San Francisco 49ers. He currently lives in Oakland, CA with his wife Erika and their beloved cat Crisco.

(510) 925-2242

[email protected]

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