Erin O'Brien (CFP®, ChFC®, EA)

Erin O'Brien focuses in the
following client markets or areas of practice:

Corporate Executives

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

I work with:

Singles (widowed, divorced, never married), who tend to appreciate our role as their “financial thought partner”

Retiring teachers

Pharmaceutical corporation executives

Military families

Additional Information

As an advisor and coach, my goal is to create an environment where questions are encouraged and judgment is not allowed; a place with someone to turn to with those questions you’ve been carrying around, someone who won’t laugh or dazzle you with financial jargon. And a place where you can expose your financial self without fear, and get an alignment check: Are you using your money for the people and things that matter to you, in ways that will get you where you want to go? Are you supporting the causes and industries you believe in, to do good while doing well?

That’s the financial planning I believe in.