David O'Brien Cfp, Caia Email & Phone Number

With more than 20 years of asset management experience, Dave works closely with financially successful individuals, families and business leaders to develop custom investment portfolios that reflect their specific financial goals, objectives and aspirations. He believes it is his responsibility to assist you with your finances with your personal values, using appropriate strategies and disciplines to help achieve your specific goals.Dave is dedicated to helping clients achieve their personal and professional financial goals, which often include:• Managing a life-changing event with confidence• Planning for a successful retirement• Cash Management and Lending Solutions• Using Tax Mitigation Strategies, 1031 Exchange/Delaware Statutory Trusts• Achieving philanthropic goals• Leaving a lasting legacy Throughout his career, Dave has been dedicated to professional development. This enables him to remain on the forefront of the most effective financial strategies and to continually strive to create a more powerful client experience. He earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2007 and Chartered Alternative Investment Analyst® (CAIA®) in 2016.As a Financial Advisor, Dave helps his clients understand their own financial goals through an in-depth discovery process. He takes pride in his ability to put advanced investment concepts into action and effectively communicate these concepts to his clients using easy-to-understand language. His ultimate goal is to help his clients effectively manage their finances, so they may take care of the people they love and spend more time pursuing the activities they enjoy. Dave’s wealth management experience includes asset management, financial planning, executive financial services, wealth management alternative investments, insurance, long-term care and socially-responsible investing.Advisory Services offered through Asset Strategy Advisors, LLC (ASA), a SEC Registered Investment Advisor. Securities offered through Concorde Investment Services, LLC. (CIS), member FINRA/SIPC. Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA, CIS and ASFG are separate companies, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.

Listed skills include Financial Planning, Investment Strategies, Wealth Management, Certified Financial Planner, and 5 others.