Clearwater Capital Partners Welcomes Karie OConnor
November 7, 2023
Clearwater Capital Partners, a locally owned Wealth Management firm specializing in working with successful families and businesses, is thrilled to announce the newest addition to our team, Karie OConnor, who joins us as a Senior Retirement Plan Strategist and Wealth Advisor.
Karie OConnor is an experienced advisor focused on delivering comprehensive qualified retirement plan solutions to her clients. Her extensive knowledge and commitment to helping clients achieve their retirement goals align perfectly with Clearwater Capital Partners' mission to provide exceptional financial services.
Karie has successfully assisted employers in formalizing retirement plan design, fiduciary functions, and compliance with institutional retirement plan regulations. Her comprehension of ERISA standards, Department of Labor guidance, and compliance testing is extensive.
As Senior Retirement Plan Strategist, Karie will further advance the firm’s suite of business services, with a particular focus on 401(k), 403(b), and cash balance plans.
"With over three decades of experience in institutional retirement plan consulting and also working with individual investors, Karie brings an abundance of expertise to our firm," said John Chapman, CEO. “Her history of delivering tailored advisory services gives us great confidence that she will play a pivotal role in our continued growth and success."