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