Scott O'Brien, Cfp®, Financial Planner

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

Fee Only Certified Financial Planner®, Partner and Director of Wealth Management at WorthPointe, Author @ WorthPointe Wealth Management
san diego, california, united states
Scott O'Brien, Cfp®, Financial Planner's Location
Austin, Texas, United States, United States
Scott O'Brien, Cfp®, Financial Planner's Contact Details

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

Scott O'Brien, Cfp®, Financial Planner personal email

Scott O'Brien, Cfp®, Financial Planner phone numbers

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.

Scott O'Brien, Cfp®, Financial Planner's Current Company Details
WorthPointe Wealth Management

Worthpointe Wealth Management

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Fee Only Certified Financial Planner®, Partner and Director of Wealth Management at WorthPointe, Author
san diego, california, united states
Website:
wpwm.com
Employees:
17
Scott O'Brien, Cfp®, Financial Planner Work Experience Details
  • Worthpointe Wealth Management
    Director Of Wealth Management, Partner
    Worthpointe Wealth Management Jun 2012 - Present
    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.
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  • Creative Planning Inc.
    Wealth Manager
    Creative Planning Inc. Jan 2009 - May 2012
    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.
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Scott O'Brien, Cfp®, Financial Planner Skills

Wealth Management Services Investment Management High Net Worth Individuals Financial Planners Retirement Planning Investment Advisory Estate Planning Investments Asset Allocation Mutual Funds Retirement Investment Strategies Portfolio Management Financial Advisory Asset Managment 401k Iras Wealth Wealth Accumulation Income Protection Strategic Financial Planning Finance Certified Financial Planner Retirement Plan Consulting Financial Services Securities

Scott O'Brien, Cfp®, Financial Planner Education Details

Frequently Asked Questions about Scott O'Brien, Cfp®, Financial Planner

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 the current company?

Scott O'Brien, Cfp®, Financial Planner's current role is Fee Only Certified Financial Planner®, Partner and Director of Wealth Management at WorthPointe, Author.

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

Scott O'Brien, Cfp®, Financial Planner's email address is sc****@****ail.com

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

Scott O'Brien, Cfp®, Financial Planner's direct phone number is 512-595*****

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

Scott O'Brien, Cfp®, Financial Planner attended University Of Maine, Certified Financial Planner®.

What are some of Scott O'Brien, Cfp®, Financial Planner's interests?

Scott O'Brien, Cfp®, Financial Planner has interest in Working Out, Golf, Running.

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

Scott O'Brien, Cfp®, Financial Planner has skills like Wealth Management Services, Investment Management, High Net Worth Individuals, Financial Planners, Retirement Planning, Investment Advisory, Estate Planning, Investments, Asset Allocation, Mutual Funds, Retirement, Investment Strategies.

Who are Scott O'Brien, Cfp®, Financial Planner's colleagues?

Scott O'Brien, Cfp®, Financial Planner's colleagues are Joelle Jackson, Leilah Roche, Janet Tarasiewicz, Ben Widders, Ami Murofushi, Morgan Smith, Jr. Imba Cfp®, Brooks Morgan, Cfp®.

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