Life, on your terms Financial planning for the retirement you want

Christina Maria O'Connell, CFP®, CRPS®

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)

phone

703-734-8482



phone

877-532-6318







address

8045 Leesburg Pike
Suite 700
Vienna, VA 22182



It's vital to take a holistic approach to wealth management, and it all begins with this promise: to provide you with the insight and perspective that, over time, can make a valuable difference in your life. Whether it's to protect your estate for the next generation or to contribute to the philanthropic causes that mean so much, I provide the guidance you need to gain clarity, weigh your next steps and choose a strategy you can depend on and begin acting on today.



Insights

 
 
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).
 
 
Starting a business. Starting a small business can create financial fears for investors.

Creating a legacy that lasts

UBS Retirement Plan Consulting Services