Clifford W. O’Conner, CIMA®, CPWA®, ChFC®, CEPA®
Cliff is the founder and president of C.W. O’Conner Wealth Advisors, Inc. He provides creative solutions in investment management, wealth management and business services to executives, business owners, individuals and their families.
Cliff serves as a fiduciary, which means he provides advice in the client’s best interest — not his own. Cliff and his team are constantly seeking to elevate their knowledge base by learning about emerging issues and trends in finance, real estate, business and tax.
Before establishing C.W. O’Conner Wealth Advisors, Inc. in 1995, Cliff worked for international and local accounting firms, including Coopers and Lybrand, and Gifford, Hillegass and Ingwersen. He served as Chief Financial Officer for McWhirter Realty Corp. and was a partner in real estate developments.
With a broad background in business operations, tax management and real estate, Cliff has special insights into his clients’ unique situations. He and his team help clients define their financial goals and bring innovative opportunities to life to meet their clients’ personal and business objectives.
Time is valuable for Cliff’s clients, who are leaders both in their fields and of their families. Cliff breaks down the complexities surrounding business, tax and investment issues so clients and their families thoroughly understand the plans that Cliff and his team have designed for them.
Cliff earned his Bachelor of Business Administration degree in Accounting from Georgia State University.
Cliff and his wife, Alice, are dedicated to purposeful community support and involvement. They live in Lilburn, Georgia, where they are active in church, school and local community activities.