- Certified Financial Planner (CFP)
Why choose this provider?
Applied Financial Planning caters to individuals, families, and businesses around Mission Viejo. From financial, retirement, and tax planning to investment management, its advisors help clients evaluate their income, assets, and expenditures. They assist in establishing a customized plan that can secure goals while falling within a client’s budget. One of the company’s principals and wealth advisors, William C. O’Connor, is a Certified Financial Planner. He is also licensed by the U.S. Treasury in representing clients before the IRS.