Principal
Current
Apr 2016 - Present
AeroLeads people directory · profile
Dave O'Brien, Cfp® Email & Phone Number
Fee-Only Financial Planner, Principal at EVOadvisers
at
EVOadvisers
1 work email found
@obrienfp.com
3 phones found area 804
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Fee-Only Financial Planner, Principal at EVOadvisers
Location
Richmond, Virginia, United States
Company size
Who is Dave O'Brien, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dave O'Brien, Cfp® is listed as Fee-Only Financial Planner, Principal at EVOadvisers at EVOadvisers, a with 5 employees, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at obrienfp.com, phone signal with area code 804, and a matched LinkedIn profile for Dave O'Brien, Cfp®.
Dave O'Brien, Cfp® previously worked as Principal at Evoadvisers and Commissioner at Cfp Board. Dave O'Brien, Cfp® holds Mba from University Of Richmond - Robins School Of Business.
Company email context
Email format at EVOadvisers
This section adds company-level context without repeating Dave O'Brien, Cfp®'s masked contact details.
{first}@obrienfp.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dave O'Brien, Cfp®. Compare company email patterns before reaching out.
Profile bio
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!
Listed skills include Financial Planning, Management, Asset Management, Financial Services, and 7 others.
Current workplace
Dave O'Brien, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 39 years
Dave O'Brien, Cfp® work experience
A career timeline built from the work history available for this profile.
Commissioner
Jan 2020 - Dec 2022
Sep 2019 - Sep 2020
Sep 2018 - Sep 2019
President
O'Brien Financial Planning, Inc.
2006 - Mar 2016
Vp, Retirement Income Marketing & Sales Development
Aug 2003 - Feb 2006
Vp, Sales Technology
Dec 1999 - Aug 2003
Commercial Service Manager
1994 - 1999
~5 yrs
Account Manager
1988 - 1994
~6 yrs
2 education records
Dave O'Brien, Cfp® education
FAQ
Frequently asked questions about Dave O'Brien, Cfp®
Quick answers generated from the profile data available on this page.
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 EVOadvisers?
Dave O'Brien, Cfp® is listed as Fee-Only Financial Planner, Principal at EVOadvisers at EVOadvisers.
What is Dave O'Brien, Cfp®'s email address?
AeroLeads has found 1 work email signal at @obrienfp.com for Dave O'Brien, Cfp® at EVOadvisers.
What is Dave O'Brien, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 804 for Dave O'Brien, Cfp® at EVOadvisers.
Where is Dave O'Brien, Cfp® based?
Dave O'Brien, Cfp® is based in Richmond, Virginia, United States while working with EVOadvisers.
What companies has Dave O'Brien, Cfp® worked for?
Dave O'Brien, Cfp® has worked for Evoadvisers, Cfp Board, National Association Of Personal Financial Advisors, O'Brien Financial Planning, Inc., and Ge.
How can I contact Dave O'Brien, Cfp®?
You can use AeroLeads to view verified contact signals for Dave O'Brien, Cfp® at EVOadvisers, including work email, phone, and LinkedIn data when available.
What schools did Dave O'Brien, Cfp® attend?
Dave O'Brien, Cfp® holds Mba from University Of Richmond - Robins School Of Business.
What skills is Dave O'Brien, Cfp® known for?
Dave O'Brien, Cfp® is listed with skills including Financial Planning, Management, Asset Management, Financial Services, Retirement, Financial Advisory, Strategic Planning, and Investments.
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