2015 Fall Conference Speaker

David O'Brien

David O'Brien

Dave founded O’Brien Financial Planning, Inc., in 2006 after an 18 year career at GE. The firm serves individuals and families with financial planning and investment advisory services, and also as a 3(38)investment manager and 3(21) fiduciary adviser to over a dozen qualified retirement plans.

Dave has been featured in Bloomberg Businessweek and quoted in The Wall Street Journal, The New York Times, The Journal of Financial Planning and other publications. Dave speaks at national financial planning events and is a regular contributor to InvestmentNews.

Dave received a BA and MBA from the University of Richmond, a Certificate in Financial Planning from Virginia Commonwealth University, and the ACCREDITED INVESTMENT FIDUCIARYTM designation. Dave is a NAPFA-Registered Financial Advisor and graduate of GE’s Jack Welch Leadership Development Center. He serves on the board of directors for the South region of NAPFA, the National Association of Personal Financial Advisors and NAPFA and CFP Board committees addressing compensation, practice standards and public policy.

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