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Scott O'Brien, Cfp®, Financial Planner Email & Phone Number

Director of Wealth Management, Partner at WorthPointe Wealth Management

Location: Austin, Texas, United States 2 work roles 2 schools

2 work emails found @wpwm.com 2 phones found area 512 and 800 LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

WorthPointe Wealth Management

Role

Director of Wealth Management, Partner

Location

Austin, Texas, United States

Company size

17 employees

Who is Scott O'Brien, Cfp®, Financial Planner? Overview

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Quick answer

Scott O'Brien, Cfp®, Financial Planner is listed as Director of Wealth Management, Partner at WorthPointe Wealth Management, a with 17 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at wpwm.com, phone signal with area code 512, 800, and a matched LinkedIn profile for Scott O'Brien, Cfp®, Financial Planner.

Scott O'Brien, Cfp®, Financial Planner previously worked as Wealth Manager at Creative Planning Inc.. Scott O'Brien, Cfp®, Financial Planner holds Bachelor Of Science, Business Administration from University Of Maine.

Company email context

Email format at WorthPointe Wealth Management

This section adds company-level context without repeating Scott O'Brien, Cfp®, Financial Planner's masked contact details.

*@wpwm.com

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AeroLeads found 2 current-domain work email signals for Scott O'Brien, Cfp®, Financial Planner. Compare company email patterns before reaching out.

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Profile bio

About Scott O'Brien, Cfp®, Financial Planner

Scott's book, Evidence Based Investing, Separating Fact From Fiction, endeavors to help the reader understand the difference between what academic research says is true about investing versus what is generally accepted as true.

Listed skills include Wealth Management Services, Investment Management, High Net Worth Individuals, Financial Planners, and 22 others.

Current workplace

Scott O'Brien, Cfp®, Financial Planner's current company

Company context helps verify the profile and gives searchers a useful next step.

Worthpointe Wealth Management

Director of Wealth Management, Partner

san diego, california, united states

Website

wpwm.com

Employees

17

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Company profile

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2 roles

Scott O'Brien, Cfp®, Financial Planner work experience

A career timeline built from the work history available for this profile.

Director Of Wealth Management, Partner

Current

Worthpointe Wealth Management

Austin, Texas

Scott W. O'Brien is the Director of Wealth Management at WealthPointe Wealth Management, a fee only Registered Investment Advisory firm. As a Certified Financial Planner® professional, he provides comprehensive wealth management services emphasizing investment management and financial planning. Financial planning includes recommendations on charitable planning, retirement planning, tax reduction strategies and estate planning. He is a 8 time winner of Texas Monthly Magazine's 5 Star Professional Wealth Manager award. Scott is also an Enrolled Agent admitted to practice before the Internal Revenue Service. Specialties include: Wealth Management, Financial Planning, and Investment Management for Individuals, Businesses, and Charities.

Jun 2012 - Present

Wealth Manager

Creative Planning Inc.

Leawood, Kansas

Scott W. O'Brien is a Certified Financial Planner® who provides comprehensive wealth management and financial planning services. These services include investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning. He also conducted 401(k) educational sessions striving to assist employees to better plan for retirement and be more conscientious of their portfolio allocations. Specialties include: Wealth Management, Investment Management for Individuals, Businesses, and Charities.

Jan 2009 - May 2012

Team & coworkers

Colleagues at WorthPointe Wealth Management

Other employees you can reach at wpwm.com. View company contacts for 17 employees →

MS

Morgan Smith, Jr. Imba Cfp® Colleague at Worthpointe Wealth ManagementSan Diego County, California, United States View → JT

Janet Tarasiewicz Colleague at Worthpointe Wealth ManagementSan Diego, California, United States View → BW

Ben Widders Colleague at Worthpointe Wealth ManagementLos Angeles County, California, United States View → BM

Brooks Morgan, Cfp® Colleague at Worthpointe Wealth ManagementAustin, Texas, United States View → JJ

Joelle Jackson Colleague at Worthpointe Wealth ManagementTyler, Texas, United States View → AM

Ami Murofushi Colleague at Worthpointe Wealth ManagementJamul, California, United States View → LR

Leilah Roche Colleague at Worthpointe Wealth ManagementSan Diego County, California, United States View →

2 education records

Scott O'Brien, Cfp®, Financial Planner education

Bachelor Of Science, Business Administration

University Of Maine

Education record

Certified Financial Planner®

FAQ

Frequently asked questions about Scott O'Brien, Cfp®, Financial Planner

Quick answers generated from the profile data available on this page.

What company does Scott O'Brien, Cfp®, Financial Planner work for?

Scott O'Brien, Cfp®, Financial Planner works for WorthPointe Wealth Management.

What is Scott O'Brien, Cfp®, Financial Planner's role at WorthPointe Wealth Management?

Scott O'Brien, Cfp®, Financial Planner is listed as Director of Wealth Management, Partner at WorthPointe Wealth Management.

What is Scott O'Brien, Cfp®, Financial Planner's email address?

AeroLeads has found 2 work email signals at @wpwm.com for Scott O'Brien, Cfp®, Financial Planner at WorthPointe Wealth Management.

What is Scott O'Brien, Cfp®, Financial Planner's phone number?

AeroLeads has found 2 phone signal(s) with area code 512, 800 for Scott O'Brien, Cfp®, Financial Planner at WorthPointe Wealth Management.

Where is Scott O'Brien, Cfp®, Financial Planner based?

Scott O'Brien, Cfp®, Financial Planner is based in Austin, Texas, United States while working with WorthPointe Wealth Management.

What companies has Scott O'Brien, Cfp®, Financial Planner worked for?

Scott O'Brien, Cfp®, Financial Planner has worked for Worthpointe Wealth Management and Creative Planning Inc..

Who are Scott O'Brien, Cfp®, Financial Planner's colleagues at WorthPointe Wealth Management?

Scott O'Brien, Cfp®, Financial Planner's colleagues at WorthPointe Wealth Management include Morgan Smith, Jr. Imba Cfp®, Janet Tarasiewicz, Ben Widders, Brooks Morgan, Cfp®, and Joelle Jackson.

How can I contact Scott O'Brien, Cfp®, Financial Planner?

You can use AeroLeads to view verified contact signals for Scott O'Brien, Cfp®, Financial Planner at WorthPointe Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Scott O'Brien, Cfp®, Financial Planner attend?

Scott O'Brien, Cfp®, Financial Planner holds Bachelor Of Science, Business Administration from University Of Maine.

What skills is Scott O'Brien, Cfp®, Financial Planner known for?

Scott O'Brien, Cfp®, Financial Planner is listed with skills including Wealth Management Services, Investment Management, High Net Worth Individuals, Financial Planners, Retirement Planning, Investment Advisory, Estate Planning, and Investments.

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