Kevin M. O'Brien, Cfp® Wealth Management

Kevin M. O'Brien, Cfp® Wealth Management Email and Phone Number

Senior VP and Financial Advisor @ Wealth Enhancement Group
Boston, MA, US
Kevin M. O'Brien, Cfp® Wealth Management's Location
Greater Boston, United States, United States
Kevin M. O'Brien, Cfp® Wealth Management's Contact Details

Kevin M. O'Brien, Cfp® Wealth Management work email

Kevin M. O'Brien, Cfp® Wealth Management personal email

n/a
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.

Kevin M. O'Brien, Cfp® Wealth Management's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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Senior VP and Financial Advisor
Boston, MA, US
Kevin M. O'Brien, Cfp® Wealth Management Work Experience Details
  • Wealth Enhancement Group
    Senior Vp And Financial Advisor
    Wealth Enhancement Group
    Boston, Ma, Us
    View
  • Wealth Enhancement Group
    Senior Vp/Financial Advisor
    Wealth Enhancement Group Jul 2024 - Present
    Plymouth, Minnesota, Us
    Comprehensive Wealth Management provided to High Net Worth families and individuals.
    View
  • Author
    "The Massachusetts Biotech Boom" Apr 2019 - Present
    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®
  • Peak Financial Services, Inc.
    Founder & President
    Peak Financial Services, Inc. 1995 - Sep 2024
    Northborough, Ma, Us
    COMPREHENSIVE WEALTH ADVISORY FIRM, HELPING INDIVIDUALS AND BUSINESS OWNERS TO CLARIFY AND TARGET THEIR DESIRED FINANCIAL LIFESTYLE'S GOALS AND OBJECTIVES.
    View
  • American Express
    Senior Investment Advisor
    American Express Nov 1988 - Jun 1995
    New York, Ny, Us
    View

Kevin M. O'Brien, Cfp® Wealth Management Skills

Financial Advisory Wealth Management Asset Allocation Securities Wealth Risk Management Asset Management Financial Services Mutual Funds Retirement Planning Tax Reduction Portfolio Management Financial Planning Investments Finance

Kevin M. O'Brien, Cfp® Wealth Management Education Details

  • Merrimack College
    Merrimack College
    And Securities
  • The American College Of Financial Services
    The American College Of Financial Services
    Wealth Management
  • College For Financial Planning
    College For Financial Planning
    Wealth Management

Frequently Asked Questions about Kevin M. O'Brien, Cfp® Wealth Management

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 the current company?

Kevin M. O'Brien, Cfp® Wealth Management's current role is Senior VP and Financial Advisor.

What is Kevin M. O'Brien, Cfp® Wealth Management's email address?

Kevin M. O'Brien, Cfp® Wealth Management's email address is ko****@****kfs.com

What is Kevin M. O'Brien, Cfp® Wealth Management's direct phone number?

Kevin M. O'Brien, Cfp® Wealth Management's direct phone number is +150835*****

What schools did Kevin M. O'Brien, Cfp® Wealth Management attend?

Kevin M. O'Brien, Cfp® Wealth Management attended Merrimack College, The American College Of Financial Services, College For Financial Planning.

What are some of Kevin M. O'Brien, Cfp® Wealth Management's interests?

Kevin M. O'Brien, Cfp® Wealth Management has interest in Children, Outdoors, Music, Golf, Health.

What skills is Kevin M. O'Brien, Cfp® Wealth Management known for?

Kevin M. O'Brien, Cfp® Wealth Management has skills like Financial Advisory, Wealth Management, Asset Allocation, Securities, Wealth, Risk Management, Asset Management, Financial Services, Mutual Funds, Retirement Planning, Tax Reduction, Portfolio Management.

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