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

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


This Office

One West Broad Street 11th Floor Bethlehem, PA 18018 Phone: (800) 520-9793 Fax: (800) 520-9793