The Blue Water Team

Blue Water Capital Management, LLC was founded in 2003 and built around a vision of acting in clients' best interests, constantly pursuing 'best practices', and providing exceptional service at a reasonable cost. We proudly serve San Diego and the Greater Southern California region.

Hal R. Schweiger, CFP®

Hal R. Schweiger, CFP®

Hal Schweiger is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the exclusive fee-only National Association of Personal Financial Advisors (NAPFA). He heads up the pension and trusts divisions of Blue Water Capital Management, LLC. Mr. Schweiger's expertise was honed through personal experiences in managing family trusts assets over ten years. This gives him the insight that only accompanies trustees that deal with family members as family dynamics change. Hal also directs the pension division, which insures that business owners are able to recover their investment from the firms they start. Mr. Schweiger insures that his clients' companies have appropriate pension plans in place that maximize the retirement income of the owner and employee alike.

Hal is active in his Scripps Ranch community as a volunteer since he retired from AT&T. He has coached over twenty sports teams and served as a treasurer of several non-profit civic organizations in the community. Hal has served as Director of Public Awareness for the Board of Directors of the Financial Planning Association of San Diego. Hal's clients benefit from working with a professional whose extensive financial expertise was developed during his twenty years at one of the world's largest companies. In addition, his strategic thinking, insightful analyses and dependable advice were used in business acquisitions that reached $6 billion dollars.

Mr. Schweiger holds a BBA in Finance and an MA in Economics from the University of Wisconsin - Milwaukee.

Hal has appeared several times on television station KGTV 10 in San Diego and KOGO 600AM radio to discuss the benefits of financial planning and share his expertise on the subject. He has also appeared in the Bloomberg Wealth Manager, Registered Rep Magazine, The San Diego Union Tribune, and MSN Money.


Joan M. O'Connell, CFP®, MsBA

Joan M. O'Connell, CFP®, MsBA

Joan O’Connell is a CERTIFIED FINANCIAL PLANNER™ professional at Blue Water Capital Management, LLC, and provides financial planning and investment advisory services to individual and business clients.

Prior to joining Blue Water Capital Management, LLC, Joan worked in several capacities for financial services and technology firms. As Vice-President, Retirement Plan Consultant for Nicholas Applegate Capital Management and Vice-President, Regional Retirement Plan Manager for Seligman Financial Services, Joan was responsible for helping plan sponsors select and implement defined contribution plans and investment options. Joan has also acted as a consultant to several technology firms, providing technical communication services and project management for their products or services.

Ms. O’Connell sits on the board of directors for The Paradigm Group Consulting, Inc., a health-services software consulting firm, and has served as Treasurer for her homeowner’s association. She is also a member of the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA).

Joan holds a M.S. degree in Business Administration from San Diego State University and a B.S. degree in Finance from Indiana University. Joan lives in San Diego and enjoys outdoor activities including running and cycling.


Terrance A. Green, CFP®, MsBA

Terrance A. Green, CFP®, MsBA

Terrance Green is the Managing Director of Blue Water Capital Management, LLC and a CERTIFIED FINANCIAL PLANNER™ professional. His experience dates back to the mid-90’s as his career began with McDonald Investments working in the areas of portfolio administration, fixed-income trading, and financial planning. In 2000, Terrance became 'enlightened' and left the Wall Street world to begin working as an independent financial advisor. In 2003, he switched to the fee-only model to better serve his clients.

Terrance periodically contributes to Suburban Living magazine, both the Apex and Holly Springs editions. He has also been a periodic columnist for several San Diego papers and has also appeared in the San Diego Union Tribune, Money, Kiplinger’s, and Investment News. He was also selected by UCSD to lead monthly discussions for their Retirement Association's Investment Interest Group.

Terrance and his family enjoy a variety of outdoor activities together including camping, kayaking, biking, and trips to the mountains and beach. He is also actively involved in scouts and community sporting leagues.

Education

  • Bachelors of Business Administration in Finance and Management Information Systems, Ohio University, 1995
  • Master’s of Science in Entrepreneurship, San Diego State University, 2009
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP), 2002

Experience

  • Trading assistant and financial planner at brokerage firm McDonald Investments, 1996-2000
  • Independent financial advisor at the fee-based firm Financial Designs, 2000-2003
  • Independent financial advisor at the fee-only firm Capital Financial Advisors, 2003-2005
  • Managing Director and financial advisor, Blue Water Capital Management, LLC, 2003 – Present

Involvement

  • Past member of Board of Directors for Volunteer San Diego, a non-profit organization
  • Member of Chamber of Commerce