Michael J. O’Connell, CERTIFIED FINANCIAL PLANNER™ professional, is Partner and Head of Financial Planning for Wealth Management Group. He graduated in 1998 with a Bachelor of Science in Finance from The College of New Jersey before beginning his financial advisory career with Langdon Ford Financial Group, now Allied Wealth Partners, and still maintains a strong affiliation with them today.
Michael’s overall approach is service-oriented and client-centric. He works with high level executives, small business owners, retirees and young families to provide strategies for investment management, insurance protection, estate planning and income in retirement.
Michael believes that financial literacy is imperative to achieve financial independence. He has a passion for educating others on the importance of finance to help empower them with the knowledge and confidence needed to guide them towards financial security. Since 2016, Michael has been teaching comprehensive retirement education courses at several educational venues throughout New Jersey. These financial workshops provide education for pre-retirees on issues they will encounter before, during, and after retirement commences and strategies to manage these risks.
Michael is a member of The Million Dollar Round Table which is the Premier Association of Financial Professionals. He qualified for Top of the Table in 2012-2020. Driven by standards of ethics, knowledge, service and productivity, the Million Dollar Round Table (MDRT) comprises the world’s life insurance and financial service professionals. MDRT is an international, independent association of life insurance and financial services professionals that provide its members with resources to improve their technological knowledge, sales and client service, while maintaining a culture of high ethical standards.Michael is also a member of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals.
Michael was recognized by Langdon Ford for his excellence in Financial Services by receiving the Jack Langdon New Advisor of the Year award in 2000 and the Award of Excellence in 2006 and 2011.
When at leisure, Michael enjoys time with his wife Kimberly and their three children. He is also very active in competitive golf, participating in many New Jersey and Metropolitan area tournaments. He serves as a regional director for Evans Scholars Foundation which provides full tuition and housing college scholarships to golf caddies.
Michael is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.