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.

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