About Us

When you work with O'Brien Financial Planning, you always work directly with Dave O'Brien. If your needs require a specialist in a particular area, you are supported by a broad team of independent experts to help consult, design, implement and manage your financial strategy. I select experienced professionals with a history of integrity and excellent service to compliment our relationship when appropriate. My goal is to ensure that we always do what is in your best interest.

 

 

 

 

 

 

 

 

 

 

 

David J. O'Brien, MBA, AIF®, CFP®

Dave’s commitment to independent, objective advice helps guide individual and business clients to achieve their long-term goals.

During 18 successful years at GE, Dave developed expertise in business and financial management, and was called on to provide business leadership and consulting on a global basis. This experience at one of the world's best run businesses provided him with a depth of understanding how to deliver successful results. His sole focus in recent years is to bring that experience to bear in helping people succeed in meeting their own financial goals.

Dave is a CERTIFIED FINANCIAL PLANNER^TM practitioner and received a BA and MBA from the University of Richmond, a Certificate in Financial Planning from Virginia Commonwealth University, and the ACCREDITED INVESTMENT FIDUCIARY^TM designation awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Dave is a graduate of GE’s prestigious Jack Welch Leadership Development Center and holds the PMP Project Management Professional designation. He is a board member of the Central Virginia chapter of the Financial Planning Association and holds NASD Series 7, 24, 63, 65 licenses.

Thank you for visiting our site, I hope I can bring our experience and resources to work for you!