Glen O'Connor, AIF
Originally from the Pittsburgh area, Glen has spent his entire professional career of over 20 years working with individuals, business owners, and trustees developing strategies to develop their financial goals.
Glen works with and advises individuals on retirement, investment, and estate planning. By focusing on the individual’s needs, desires, and resources, Glen helps clients develop a sound strategy to implement and address their goals. Together with the client’s input, Glen will implement the strategies to move the client toward their goals and will review the strategies on a regular basis throughout the years.
Glen also works with business owners and corporate trustees in a number of employee benefit areas, including qualified and non-qualified retirement plans, participant education, executive benefits, and succession planning. He will work with the clients to implement the strategies in the most cost- and time-efficient manner.
Prior to working at Pensionmark Retirement Group, Glen gained experience at Axios Advisory Group as well as with American Express Financial Advisors and PNC Private Wealth Management.
Glen received his Bachelor of Science from Penn State University in 1989 with a focus on Economics and Finance. Glen earned the Accredited Investment Fiduciary® (AIF) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
Glen currently lives in Cranberry Township with his wife and three boys who keep him busy with many activities and community volunteer efforts.