Zac O'Brien, Cfp®
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Zac O'Brien, Cfp® Email & Phone Number

Managing Director of Athlete Division at Crown Wealth Group at Crown Wealth Group
Location: Winston-Salem, North Carolina, United States 5 work roles 2 schools
1 work email found @crownwealthgroup.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email z****@crownwealthgroup.com
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Current company
Crown Wealth Group
Role
Managing Director of Athlete Division at Crown Wealth Group
Location
Winston-Salem, North Carolina, United States
Company size
10 employees

Who is Zac O'Brien, Cfp®? Overview

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Quick answer

Zac O'Brien, Cfp® is listed as Managing Director of Athlete Division at Crown Wealth Group at Crown Wealth Group, a company with 10 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at crownwealthgroup.com and a matched LinkedIn profile for Zac O'Brien, Cfp®.

Zac O'Brien, Cfp® previously worked as Managing Director at Crown Wealth Group North at Crown Wealth Group and Financial Consultant at Thrivent Financial. Zac O'Brien, Cfp® holds Bachelor Of Science, Finance And Accounting from Lenoir-Rhyne University.

Company email context

Email format at Crown Wealth Group

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{first}@crownwealthgroup.com
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AeroLeads found 1 current-domain work email signal for Zac O'Brien, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Zac O'Brien, Cfp®

As Managing Director of Crown Wealth Group’s North region, I’m responsible for delivering the family-office style Personal CFO solution to successful individuals, families and businesses. I am responsible for the coordination of all aspects of a client’s financial life and accountable for them achieving both their business and personal life goals. This entails delivering comprehensive advice on both the personal and business sides of the coin, while seamlessly integrating them into their overall life plan. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements.

Listed skills include Finance, Retirement, Retirement Planning, Financial Services, and 21 others.

Current workplace

Zac O'Brien, Cfp®'s current company

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Crown Wealth Group
Crown Wealth Group
Managing Director of Athlete Division at Crown Wealth Group
Winston-Salem, NC, US
Website
crownwealthgroup.com
Employees
10
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Company profile
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5 roles

Zac O'Brien, Cfp® work experience

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

Managing Director Of Athlete Division At Crown Wealth Group

Crown Wealth Group

Winston-Salem, NC, US

Managing Director At Crown Wealth Group North

Current
Crown Wealth Group

Advance, NC

As Managing Director of Crown Wealth Group’s North region, I’m responsible for delivering the family-office style Personal CFO solution to successful individuals, families and businesses. I am responsible for the coordination of all aspects of a client’s financial life and accountable for them achieving both their business and personal life goals. This.

Feb 2020 - Present

Financial Consultant

Thrivent Financial

Winston-Salem, NC

As a financial consultant for Thrivent, I have in-depth experience in the financial industry. I also have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products, and assist you with the most complex financial needs. You decide what level of financial management service you want and I will.

Nov 2009 - Feb 2020

Intern

Thrivent Financial

Hickory/Lenoir, North Carolina Area

I was taught the business from the ground up, calling clients and building relationships durning my time as a Intern

Jan 2009 - May 2009

Maintenance

United Plastics Corporation

Mt. Airy, NC

Oversaw continuous improvement projects in a progressive manufacturing environment and realigned manufacturing process equipment for improved efficiencies by designing floor layout for optimum product flow.

May 2006 - Jan 2007
Team & coworkers

Colleagues at Crown Wealth Group

Other employees you can reach at crownwealthgroup.com. View company contacts for 10 employees →

AO Amy Olsen Amy Olsen Colleague at Crown Wealth GroupWinston-Salem, North Carolina, United States, United States View → SD Scott Drake Scott Drake Colleague at Crown Wealth GroupCharlotte, North Carolina, United States, United States View → DC Doug Coppola Doug Coppola Colleague at Crown Wealth GroupChapel Hill, North Carolina, United States, United States View → VS Vanessa Scaife Vanessa Scaife Colleague at Crown Wealth GroupBristol, England, United Kingdom, United Kingdom View → SC Sean Casullo, Cfp® Sean Casullo, Cfp® Colleague at Crown Wealth GroupCharlotte, North Carolina, United States, United States View → BD Bailey Death, Mba Bailey Death, Mba Colleague at Crown Wealth GroupCharlotte, North Carolina, United States, United States View →
2 education records

Zac O'Brien, Cfp® education

Bachelor Of Science, Finance And Accounting

Lenoir-Rhyne University

Activities and Societies: Theta Chi-Delta Chi Chapter, Lenoir-Rhyne Football Team

Education record

Davie County High School
FAQ

Frequently asked questions about Zac O'Brien, Cfp®

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

What company does Zac O'Brien, Cfp® work for?

Zac O'Brien, Cfp® works for Crown Wealth Group.

What is Zac O'Brien, Cfp®'s role at Crown Wealth Group?

Zac O'Brien, Cfp® is listed as Managing Director of Athlete Division at Crown Wealth Group at Crown Wealth Group.

What is Zac O'Brien, Cfp®'s email address?

AeroLeads has found 1 work email signal at @crownwealthgroup.com for Zac O'Brien, Cfp® at Crown Wealth Group.

Where is Zac O'Brien, Cfp® based?

Zac O'Brien, Cfp® is based in Winston-Salem, North Carolina, United States while working with Crown Wealth Group.

What companies has Zac O'Brien, Cfp® worked for?

Zac O'Brien, Cfp® has worked for Crown Wealth Group, Thrivent Financial, and United Plastics Corporation.

Who are Zac O'Brien, Cfp®'s colleagues at Crown Wealth Group?

Zac O'Brien, Cfp®'s colleagues at Crown Wealth Group include Amy Olsen, Scott Drake, Doug Coppola, Vanessa Scaife, and Sean Casullo, Cfp®.

How can I contact Zac O'Brien, Cfp®?

You can use AeroLeads to view verified contact signals for Zac O'Brien, Cfp® at Crown Wealth Group, including work email, phone, and LinkedIn data when available.

What schools did Zac O'Brien, Cfp® attend?

Zac O'Brien, Cfp® holds Bachelor Of Science, Finance And Accounting from Lenoir-Rhyne University.

What skills is Zac O'Brien, Cfp® known for?

Zac O'Brien, Cfp® is listed with skills including Finance, Retirement, Retirement Planning, Financial Services, Investments, Insurance, Financial Analysis, and Investment Strategies.

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