Karen O'Brien (CFP®, CPA)

Karen O'Brien focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Additional Information

Karen co-founded trueNorth Wealth Advisors in 2001 after a twenty-year career in public and corporate accounting.  She is a Certified Financial Planner™ practitioner as well as a Certified Public Accountant. 

Karen developed trueNorth’s comprehensive financial planning process and is an active participant in client financial planning team strategy meetings.  In her role as Managing Partner and Principal, Karen focuses on practice management and trueNorth’s long-term vision. 

Licenses & Registrations
-Certified Financial Planner™ Certificant
-Certified Public Accountant - Washington State

-Bachelor of Science in Accounting - City University
-CFP Certification Professional Educational Program - College for Financial Planning
-Fundamentals of Financial Life Planning Training-Money Quotient™

Professional Affiliations
-National Association of Personal Financial Advisors (NAPFA)
-Financial Planning Association (FPA)
-Accounting & Financial Women’s Alliance (AFWA)

Leadership Roles
-2010-2012 Treasurer, Women's University Club, Seattle
-2006-2008 President Advisory Board, Bellevue Chapter of ASWA

NAPFA Start Date

July 01, 2005


This Office

1200 5th Ave Ste 1810 Seattle, WA 98101-3128 Phone: (206) 652-4314 Fax: (206) 652-4316