Broker Check

Office One

314 East Highland Mall Blvd

Suite 208

Austin, TX 78752

Office Two

1711 Grand River Dr

Richmond, TX 77406
Chris O'Connell, CPFA

Chris O'Connell, CPFA

Certified Plan Fiduciary Advisor

Chris O'Connell earned his BBA with a Major in Finance at Texas State University. In college he was a member of the Financial Management Association as well as the Student-Managed Investment Fund, which presided over a portion of the endowment of the McCoy College of Business. He served on the investment committee as the domestic portfolio manager and guided the team on macro-economic decisions regarding asset allocation, sector allocation, and individual stock selections. After finishing college, he returned to his hometown of Houston and joined SagePoint Financial, Inc. He currently holds his Series 7, Series 66, and Life Insurance License. He has also earned the designation as a Certified Plan Fiduciary Advisor (CPFA).
Chris is passionate in working with individuals and small businesses and uses his experience and education to help clients pursue their financial goals. Devoted to his family he enjoys spending time with his daughter and volunteering with his time outside of work.