Connor Wilhelm, CFP®
Director, Wealth Advisor
Connor is a Wealth Advisor at Composition Wealth and works with clients to build tailored financial plans designed to enhance their financial picture through each phase of life.
Prior to joining Composition Wealth, Connor worked in multiple roles at UBS. Most recently, he was a Senior Wealth Strategy Associate where he helped develop customized wealth management plans for HNW and UHNW families.
Connor received his Bachelor’s degree from the California Lutheran University. He currently holds the Certified Financial Planner (CFP®) designation and has his CA Insurance License #19087543. In his free time, he enjoys staying active by playing basketball, going skiing, and traveling.
- Holds the Certified Financial Planner (CFP®) designation
- Active Licenses: Series 66
- Licenses previously maintained (not active): Series 7
Fun Facts:
- Always ready for an adrenaline rush, he had been skydiving, bungee jumping, cliff diving and has done backflips in a plane.
- Avid skier and have skied most of the major mountains in the US
- Full name is John Charles Connor Wilhelm