Thomas O’Connell, is President and Managing Principal of International Financial Advisory Group, Inc. (IFA), located in Rockaway, New Jersey and founded in 1996. As one of New Jersey’s premier advisors – assisting families in the financial advisory field for over three decades – Tom is a nationally sought after platform speaker, author and educator on the various subjects of estate planning, retirement planning, wealth management and family legacy planning. His firm specializes in working with high net worth individuals, families and business owners in all aspects of financial and wealth creating, planning and preservation.
A cornerstone to the strategies utilized by IFA is to protect clients from unnecessary and unintentional wealth transfers, the efficient use of all moneys and protecting their assets from the ravages of the stock market, regulation, taxes and inflation. Philosophically, we believe there is more opportunity in not losing money than trying to chase returns. Keeping intact the Family Financial Legacy is a fundamental component of all planning.
Tom has been trained as a Master Elite IRA Advisor by Ed Slott, CPA, who is recognized nationally as America’s leading IRA expert as well as being a certified advisor of the Infinite Banking Institute, trained by Nelson Nash founder of the institute. As a member of the Wealth and Wisdom Institute, Tom stays on the cutting edge of solutions for the challenges that families face in creating and preserving inter-generational wealth, and he continues his education in the industry by attending relevant courses that keep him updated in areas such as Medicaid law, estate tax planning, investment and retirement planning as well as risk-management-planning.
Currently, Tom proudly serves as a Chairman of the Board of Director member for the New Jersey Better Business Bureau and a past Director of the Claudio Reyna Foundation. In his spare time, he is an avid mountain climber using his hobby to help raise money and awareness for wounded veteran organizations and children in need.
Currently, Tom is insurance licensed in over half a dozen states including New Jersey, New York and Pennsylvania. Tom also holds a Series 65 license and is an Investment Advisor Representative.
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Ed Slott’s Master Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, maintained an Elite IRA Advisor Group membership for two or more years, passed bi-annual examinations on material covered at conferences and in webinars and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.