Zac O'Brien, Cfp®

Zac O'Brien, Cfp® Email and Phone Number

Managing Director of Athlete Division at Crown Wealth Group @ Crown Wealth Group
Winston-Salem, NC, US
Zac O'Brien, Cfp®'s Location
Winston-Salem, North Carolina, United States, United States
Zac O'Brien, Cfp®'s Contact Details

Zac O'Brien, Cfp® personal email

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.

Zac O'Brien, Cfp®'s Current Company Details
Crown Wealth Group

Crown Wealth Group

View
Managing Director of Athlete Division at Crown Wealth Group
Winston-Salem, NC, US
Website:
crownwealthgroup.com
Employees:
10
Zac O'Brien, Cfp® Work Experience Details
  • Crown Wealth Group
    Managing Director Of Athlete Division At Crown Wealth Group
    Crown Wealth Group
    Winston-Salem, Nc, Us
    View
  • Crown Wealth Group
    Managing Director At Crown Wealth Group North
    Crown Wealth Group Feb 2020 - Present
    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 entails delivering comprehensive advice on both the personal and business sides of the coin, while seamlessly integrating them into their overall life plan.
    View
  • Thrivent Financial
    Financial Consultant
    Thrivent Financial Nov 2009 - Feb 2020
    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 provide it For important disclosure information, visit thrivent.com/social
    View
  • Thrivent Financial
    Intern
    Thrivent Financial Jan 2009 - May 2009
    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
    View
  • United Plastics Corporation
    Maintenance
    United Plastics Corporation May 2006 - Jan 2007
    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.
    View

Zac O'Brien, Cfp® Skills

Finance Retirement Retirement Planning Financial Services Investments Insurance Financial Analysis Investment Strategies Long Term Care Insurance Banking Strategy Mutual Funds Wealth Distribution Strategies Estate Finra Series 7 Risk Strategies Financial Strategies Finra Series 66 Iras Life Insurance Variable Annuities 401k Rollovers Long Term Care Disability Income Insurance

Zac O'Brien, Cfp® Education Details

  • Lenoir-Rhyne University
    Lenoir-Rhyne University
    Finance And Accounting
  • Davie County High School
    Davie County High School

Frequently Asked Questions about Zac O'Brien, Cfp®

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 the current company?

Zac O'Brien, Cfp®'s current role is Managing Director of Athlete Division at Crown Wealth Group.

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

Zac O'Brien, Cfp®'s email address is za****@****ent.com

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

Zac O'Brien, Cfp® attended Lenoir-Rhyne University, Davie County High School.

What are some of Zac O'Brien, Cfp®'s interests?

Zac O'Brien, Cfp® has interest in Football, Boating, Skiing, Triathlons, Coaching Youth Sports, Hiking.

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

Zac O'Brien, Cfp® has skills like Finance, Retirement, Retirement Planning, Financial Services, Investments, Insurance, Financial Analysis, Investment Strategies, Long Term Care Insurance, Banking, Strategy, Mutual Funds.

Who are Zac O'Brien, Cfp®'s colleagues?

Zac O'Brien, Cfp®'s colleagues are Vanessa Scaife, Doug Coppola, Scott Drake, Amy Olsen, Sean Casullo, Cfp®, Bailey Death, Mba.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.