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

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)
-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