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Conor J. Egan, CFP®, ChFC®, CRPS®, MBA

Conor J. Egan, CFP®, ChFC®, CRPS®, MBA

Partner & Financial Planner

Conor has been in the financial services industry since 2007. As a financial planner and partner at Egan Lynch Financial Group, Conor works with families and individuals to help them achieve their financial goals. Conor specializes in comprehensive financial planning, investment management, and retirement planning.

Conor also has extensive experience working small and large businesses, not-for-profit organizations, and local governments, providing retirement plan consulting and financial education services.

He holds several professional designations, including the CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant), and CRPS® (Chartered Retirement Plans Specialist). He is securities and insurance licensed in several states.

Conor has volunteered as a big brother with the Big Brothers Big Sisters of Coastal and Northern New Jersey, and as a mentor in the Monmouth University Leon Hess Business School SEEMA Program. He is a director of The People's Pantry, a local non-profit that provides food and other household items to needy families. He attended Georgetown University, where he received a BA in Economics, and Monmouth University, where he received an MBA. He resides in Brick, NJ with his wife Heather, their two sons, and two dogs.