James O'Connor
SilverCertified financial planner and investor educator. Helps people understand money.
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Assisters (4)
InvestingBasics
financeLearn investing from fundamentals to portfolio building. Trained on SEC investor education materials, FINRA resources, and public domain investment classics.
TaxHelper
financeNavigate tax concepts and preparation with confidence. Trained on IRS public publications (Pub 17, 501, 502, 535), tax code summaries, and tax education resources.
BudgetCoach
financeBuild healthy financial habits and take control of your money. Trained on CFPB financial literacy guides, FDIC money smart curriculum, and personal finance frameworks.
CryptoExplained
financeUnderstand cryptocurrency and blockchain from first principles. Trained on Bitcoin and Ethereum whitepapers, academic blockchain research, and public blockchain protocol documentation.
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