Dedication to Excellence
Our president and CEO, John M. O’Brien has a BS in Business Economics and is a Certified Financial Planner™ practitioner since 1998. He has been in business in Nyack NY for 17 years and has decades of financial planning experience. Prior to establishing his own firm in 2005, he served as Director of Financial Planning for Sentinel Investment Management Corporation for 7 years. Before joining Sentinel, John was an investment specialist with Charles Schwab and Co., Inc.
John is an active member in the community volunteering with The Nyack Rotary Club where he is a past President and still serves on the board as Director. He also volunteers with Meals on Wheels coordinating a delivery route in Nyack NY. John is dedicated to ongoing professional training and development. He enjoys spending time with family and enjoys golfing and skiing during his off time. These days it is more important than ever to have a plan in place so call John O’Brien, CFP® for a no obligation no charge consultation to review how he can help you with your financial planning and investment management needs.