AeroLeads people directory · profile
Kevin M. O'Brien, Cfp® Wealth Management Email & Phone Number
Senior VP and Financial Advisor
at
Wealth Enhancement Group
1 work email found
@peakgroup.com
7 phones found area 508 and 910
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior VP and Financial Advisor
Location
Greater Boston, United States
Who is Kevin M. O'Brien, Cfp® Wealth Management? Overview
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Quick answer
Kevin M. O'Brien, Cfp® Wealth Management is listed as Senior VP and Financial Advisor at Wealth Enhancement Group, based in Greater Boston, United States. AeroLeads shows a work email signal at peakgroup.com, phone signal with area code 508, 910, and a matched LinkedIn profile for Kevin M. O'Brien, Cfp® Wealth Management.
Kevin M. O'Brien, Cfp® Wealth Management previously worked as Senior VP/Financial Advisor at Wealth Enhancement Group and Author at "The Massachusetts Biotech Boom". Kevin M. O'Brien, Cfp® Wealth Management holds Bachelor Of Science In Business Administration (Bba), Banking, Corporate, Finance, And Securities from Merrimack College.
Company email context
Email format at Wealth Enhancement Group
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*@peakgroup.com
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AeroLeads found 1 current-domain work email signal for Kevin M. O'Brien, Cfp® Wealth Management. Compare company email patterns before reaching out.
Profile bio
About Kevin M. O'Brien, Cfp® Wealth Management
Kevin O'Brien has provided comprehensive wealth management services to successful individuals and business owners for over 35 years. Kevin and the Peak Team adhere to a comprehensive process, which consists of asset management, asset protection, risk management, asset allocation, income distribution, and tax reduction strategies. Through this process, Peak's clients experience clarity, in connection with their values and vision, of their potential financial future.http://www.peakfs.com/p/comprehensive-wealth-management-processThis communication is strictly intended for individuals residing in the States of:AZ, CA, CT, FL, IA, MA, MD, ME, NC, NH, NY, NJ, OR, RI, VANo offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Advisory services offered through Peak Financial Services, Inc., a Registered Investment Adviser with the Securities Exchange Commission. Custodial services offered through TD Ameritrade, member SIPC.
Listed skills include Financial Advisory, Wealth Management, Asset Allocation, Securities, and 11 others.
Current workplace
Kevin M. O'Brien, Cfp® Wealth Management's current company
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5 roles · 32 years
Kevin M. O'Brien, Cfp® Wealth Management work experience
A career timeline built from the work history available for this profile.
Senior Vp/Financial Advisor
CurrentComprehensive Wealth Management provided to High Net Worth families and individuals.
Jul 2024 - Present
Author
Current
"The Massachusetts Biotech Boom"
By documenting the general history, and celebrating the milestones and breakthroughs, of the Massachusetts biotechnology industry, the intent of this book is to motivate you to persist upon an entrepreneurial path or build upon a successful career within this industry. You’ll identify the entrepreneurial and executive career opportunities within this space while understanding the risks that persist to this day. In the end, you’ll learn how our comprehensive five-step wealth management process can help you mitigate the risks and allow you to move forward with clarity and direction, while building your career or creating businesses, with a successful exit in mind.Kevin O’Brien, CFP®, AIF®, CAP®
Apr 2019 - Present
Founder & President
COMPREHENSIVE WEALTH ADVISORY FIRM, HELPING INDIVIDUALS AND BUSINESS OWNERS TO CLARIFY AND TARGET THEIR DESIRED FINANCIAL LIFESTYLE'S GOALS AND OBJECTIVES.
1995 - Sep 2024
Senior Investment Advisor
Nov 1988 - Jun 1995
3 education records
Kevin M. O'Brien, Cfp® Wealth Management education
Bachelor Of Science In Business Administration (Bba), Banking, Corporate, Finance, And Securities
Merrimack College
Chartered Adviser To Philanthropy, Wealth Management
The American College Of Financial Services
Certified Financial Planner Professional, Wealth Management
College For Financial Planning
FAQ
Frequently asked questions about Kevin M. O'Brien, Cfp® Wealth Management
Quick answers generated from the profile data available on this page.
What company does Kevin M. O'Brien, Cfp® Wealth Management work for?
Kevin M. O'Brien, Cfp® Wealth Management works for Wealth Enhancement Group.
What is Kevin M. O'Brien, Cfp® Wealth Management's role at Wealth Enhancement Group?
Kevin M. O'Brien, Cfp® Wealth Management is listed as Senior VP and Financial Advisor at Wealth Enhancement Group.
What is Kevin M. O'Brien, Cfp® Wealth Management's email address?
AeroLeads has found 1 work email signal at @peakgroup.com for Kevin M. O'Brien, Cfp® Wealth Management at Wealth Enhancement Group.
What is Kevin M. O'Brien, Cfp® Wealth Management's phone number?
AeroLeads has found 7 phone signal(s) with area code 508, 910 for Kevin M. O'Brien, Cfp® Wealth Management at Wealth Enhancement Group.
Where is Kevin M. O'Brien, Cfp® Wealth Management based?
Kevin M. O'Brien, Cfp® Wealth Management is based in Greater Boston, United States while working with Wealth Enhancement Group.
What companies has Kevin M. O'Brien, Cfp® Wealth Management worked for?
Kevin M. O'Brien, Cfp® Wealth Management has worked for Wealth Enhancement Group, "The Massachusetts Biotech Boom", Peak Financial Services, Inc., and American Express.
How can I contact Kevin M. O'Brien, Cfp® Wealth Management?
You can use AeroLeads to view verified contact signals for Kevin M. O'Brien, Cfp® Wealth Management at Wealth Enhancement Group, including work email, phone, and LinkedIn data when available.
What schools did Kevin M. O'Brien, Cfp® Wealth Management attend?
Kevin M. O'Brien, Cfp® Wealth Management holds Bachelor Of Science In Business Administration (Bba), Banking, Corporate, Finance, And Securities from Merrimack College.
What skills is Kevin M. O'Brien, Cfp® Wealth Management known for?
Kevin M. O'Brien, Cfp® Wealth Management is listed with skills including Financial Advisory, Wealth Management, Asset Allocation, Securities, Wealth, Risk Management, Asset Management, and Financial Services.
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