Glen Oconnor

Background

About Glen Oconnor

Originally from the Pittsburgh area, I have spent my entire career working with individuals and business owners developing strategies to address their financial goals. I work with and advise individuals on retirement, investment, and estate planning. By focusing on the individual’s needs, desires and resources, I help clients develop a sound strategy to implement and address their goals. I will review the strategies on a regular basis with my clients. Prior to working with Pensionmark and Axios Advisory Group, I gained experience with American Express Financial Advisors and PNC Private Wealth Management. I received my Bachelor of Science from Penn State University in 1989 in Economics as well as earned the Accredited Investment Fiduciary® (AIF) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. I currently live in Cranberry Township with my wife learning how to be empty nesters while two of our three boys are attending Penn State and our oldest is starting his career. I remain busy outside of the office with volunteer organizations throughout the Cranberry Township community. The team of professionals at Pensionmark provide unbiased retirement plan consulting, financial planning, and investment advice for corporations and individual investors. Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). For a list of states in which Pensionmark representatives are registered to do business, please visit Third party posts found on this profile do not reflect the views of Pensionmark Financial Group, LLC and have not been reviewed by Pensionmark as to accuracy or completeness.