Dave O'Brien, Cfp®

Dave O'Brien, Cfp® Email and Phone Number

Fee-Only Financial Planner, Principal at EVOadvisers @ EVOadvisers
richmond, virginia, united states
Dave O'Brien, Cfp®'s Location
Richmond, Virginia, United States, United States
Dave O'Brien, Cfp®'s Contact Details

Dave O'Brien, Cfp® work email

Dave O'Brien, Cfp® personal email

n/a

Dave O'Brien, Cfp® phone numbers

About Dave O'Brien, Cfp®

@DaveOBrienCFP - Fee-Only Financial Planner & co-founder of EVOadvisers. We think finances should be transparent, easy to understand. Our clients are busy professionals with more than a 401(k) to manage. I’ve spent the past four years on the board of NAPFA, the National Association of Personal Financial Advisors, serving as Chair from 2019-20. Since 2011 I’ve worked extensively with NAPFA and the CFP Board to raise the bar of our profession I’m also a recent empty nester - Go Hokies!

Dave O'Brien, Cfp®'s Current Company Details
EVOadvisers

Evoadvisers

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Fee-Only Financial Planner, Principal at EVOadvisers
richmond, virginia, united states
Employees:
5
Dave O'Brien, Cfp® Work Experience Details
  • Evoadvisers
    Principal
    Evoadvisers Apr 2016 - Present
    Richmond, Virginia, United States
    View
  • Cfp Board
    Commissioner
    Cfp Board Jan 2020 - Dec 2022
    Washington, District Of Columbia, United States
    View
  • National Association Of Personal Financial Advisors
    Chair
    National Association Of Personal Financial Advisors Sep 2019 - Sep 2020
    View
  • National Association Of Personal Financial Advisors
    Chair Elect
    National Association Of Personal Financial Advisors Sep 2018 - Sep 2019
    View
  • O'Brien Financial Planning, Inc.
    President
    O'Brien Financial Planning, Inc. 2006 - Mar 2016
  • Ge
    Vp, Retirement Income Marketing & Sales Development
    Ge Aug 2003 - Feb 2006
    View
  • Ge Financial
    Vp, Sales Technology
    Ge Financial Dec 1999 - Aug 2003
    View
  • Ge
    Commercial Service Manager
    Ge 1994 - 1999
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  • Ge Lighting
    Account Manager
    Ge Lighting 1988 - 1994
    View

Dave O'Brien, Cfp® Skills

Financial Planning Management Asset Management Financial Services Retirement Financial Advisory Strategic Planning Investments Portfolio Management Investment Management Fiduciary

Dave O'Brien, Cfp® Education Details

Frequently Asked Questions about Dave O'Brien, Cfp®

What company does Dave O'Brien, Cfp® work for?

Dave O'Brien, Cfp® works for Evoadvisers

What is Dave O'Brien, Cfp®'s role at the current company?

Dave O'Brien, Cfp®'s current role is Fee-Only Financial Planner, Principal at EVOadvisers.

What is Dave O'Brien, Cfp®'s email address?

Dave O'Brien, Cfp®'s email address is da****@****nfp.com

What is Dave O'Brien, Cfp®'s direct phone number?

Dave O'Brien, Cfp®'s direct phone number is +180431*****

What schools did Dave O'Brien, Cfp® attend?

Dave O'Brien, Cfp® attended University Of Richmond - Robins School Of Business, University Of Richmond.

What skills is Dave O'Brien, Cfp® known for?

Dave O'Brien, Cfp® has skills like Financial Planning, Management, Asset Management, Financial Services, Retirement, Financial Advisory, Strategic Planning, Investments, Portfolio Management, Investment Management, Fiduciary.

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