Karen O'Brien (CFP®, CPA®)

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

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Karen co-founded trueNorth after a 20-year career in corporate accounting. She leads the firm’s financial planning practice, and is focused on providing clients with ongoing, understandable, and timely advice.

Karen is a charter member and former president of the Bellevue chapter of the American Society of Women Accountants, and a past recipient of the chapter’s “Woman of Achievement” award.

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

Education
-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)
-American Society of Women Accountants (AWSA)

Leadership Roles
-2010-2012 Treasurer, Women's University Club, Seattle
-2006-2008 President Advisory Board, Bellevue Chapter of ASWA
-1996-1997 President, Bellevue Chapter of ASWA

NAPFA Start Date

July 01, 2005

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This Office

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