Dave O'Brien (CFP®, MBA)
Dave O'Brien focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Additional Information
Dave is a CERTIFIED FINANCIAL PLANNER™ professional and Tax Planning Certified Professional® with both a BA and MBA from the University of Richmond. For years, he has helped lead and shape the financial planning profession, serving on CFP Board’s Commission on Sanctions and Fitness and as Chair of NAPFA, the National Association of Personal Financial Advisors. After nearly two decades with General Electric, Dave founded a Fee-Only financial planning firm in 2006—what has grown into EvoAdvisors today.
Dave believes that a well planned life should also be a well lived life. He enjoys traveling, cooking, and spending time with his family, and he brings that same sense of balance and perspective to the clients he serves.
His insights have been featured in leading publications including The New York Times, Bloomberg, and Kiplinger’s.
NAPFA Start Date
February 19, 2009
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