Connor Buckley is a CERTIFIED FINANCIAL PLANNER® professional, working with clients in all aspects of financial and retirement planning. He believes a solid client-planner relationship is fundamental to everyone’s success. His objective is to help clients achieve their goals through identifying what options are available to them based on their specific situation. Whether the client is approaching their desired retirement date, or decades from it, Connor believes any time is a great time for an in-depth financial review.
As a CERTIFIED FINANCIAL PLANNER®, professional, he understands how complex and daunting the nature of finances can be, which is why he is passionate about assisting advisors in developing a detailed financial plan that promotes in-depth discussions and understandable communication throughout the process.
Connor joined the team in January 2021, and is a Financial Planner at Petix & Botte Financial, which is registered with the SEC. He is also recognized by the Internal Revenue Service as an Enrolled Agent, providing him the ability to assist in providing tax planning services.
Connor is a native San Diegan and holds a B.B.A. in Finance with a minor in Business Analytics from the University of San Diego. In his free time he enjoys hiking, fishing, and working on his golf game.
