With a mission to provide relationship-based financial solutions, Rob O’Carroll founded O’Carroll Financial Planning (OFP) in 2009.  Moving beyond traditional approaches, he brings an independent outlook to each clients’ needs. OFP is unfettered by institutional thinking and provides tailored financial solutions.   The firm’s focus on long-term relationships and active collaboration meets the needs of clients wherever they are on life’s journey.  OFP has grown over the last decade+, and now serves a variety of individual, family, and corporate clients primarily in the Western U.S.

Rob graduated from San Diego State University (SDSU) with a BS in Finance. Outside of work, he serves on the Executive Board of Cancer For College, a charity that awards scholarships to low-income, high-achieving students fighting or having fought cancer.  He also helps manage the Endowment for San Marcos Lutheran Church.

Rob and his wife, Lisa, met and married while at SDSU.  They have two grown children and one (allegedly grown) dog.  They actively support SDSU’s basketball, football, and golf teams.  An avid golfer himself, what Rob lacks in skill, he makes up for in enthusiasm.  A trivia buff, one of his claims to fame is that he appeared on Jeopardy!

Matthew graduated from San Diego State University (SDSU) with an MBA focused on corporate governance and completed a graduate certificate in Family Financial Planning from Iowa State University (ISU). Matthew has a passion for educating friends, family and clients about how to plan for the future in a comprehensive way, centered on putting the “why” first.

Outside of work, he volunteers with Oncology And Kids (OAK) a charity that provides camps and constructive spaces for pediatric cancer patients and their siblings. He also volunteers at San Diego Pride. 

When he’s not volunteering you can find him taking his two elderly dogs out for walks with his partner, hiking around the San Diego Zoo, running a game of Dungeons and Dragons or Pathfinder with friends, paddle boarding the San Diego Bay, or settling into a tv binge.