Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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Please feel free to explore our old website if you have any questions of our services or offerings!
Our Process
Together, we’ll determine your goals, and find the best strategies to achieve them.
Rob O'Carroll
Financial Planner, 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...
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Matthew Cairo
MBA, CFP®, CERTIFIED FINANCIAL PLANNER®
MBA, CFP®, CERTIFIED FINANCIAL PLANNER®
Financial Planner
Matthew@ocarrollinvestment.com
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...
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Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.