Erin O'Brien (CFP®, 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
- 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
Erin founded Purposeful Money in 2007 out of a desire to provide the kind of caring, client focused financial planning she couldn’t do as an employee of a traditional financial services company. She has over 20 years of experience in financial planning and tax preparation. When not working with clients, Erin can likely be found spending time with her grandchildren, out on the golf course, or watching baseball.
Memberships and Designations
- Enrolled Agent, admitted to practice before the Internal Revenue Service
- Member of the XY Planning Network
NAPFA Start Date
February 11, 2008
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.