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Rob O'Carroll

Rob O'Carroll

Financial Advisor, Founder

With a mission to provide relationship-based financial solutions, Rob O’Carroll founded O’Carroll Investment Management (OIM) in 2009.  Moving beyond traditional approaches, he brings an independent outlook to each clients’ needs. OIM 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.  OIM 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 two (allegedly grown) dogs.  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!