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David J. O’Brien, MBA, AIF®, CFP®

         NAPFA-Registered Financial Advisor


Dave has been quoted in The New York Times, The Wall Street Journal, Bloomberg Businessweek,
The Journal of Financial Planning, MintLife and other publications regarding financial planning and is a frequent speaker at industry conferences.  He is an active proponent for the Financial Planning Coalition’s efforts to protect the public through client-centered accountability and transparency.

Dave is a CERTIFIED FINANCIAL PLANNERTM practitioner and received a BA and MBA from the University of Richmond, a Certificate in Financial Planning from Virginia Commonwealth University, and the ACCREDITED INVESTMENT FIDUCIARYTM (AIF®) designation awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.  He is a graduate of GE’s prestigious Jack Welch Leadership Development Center.

Dave serves on the South Region Board of the National Association of Personal Financial Advisors, serves on the NAPFA Public Policy and Compensation committees and is former president and chairman of the Central Virginia chapter of the Financial Planning Association.

Dave founded O’Brien Financial Planning, a Fee-Only Registered Investment Advisory and Financial Planning firm in Midlothian Virginia in 2006 after 18 successful years at General Electric. While at GE, Dave developed expertise in business and financial management, and was called on to provide business leadership and consulting on a global basis. This experience at one of the world's best run businesses provided him with a depth of understanding how to deliver successful results. His focus is to bring that experience to bear in helping people succeed in meeting their own financial goals.

Helping my clients make smart decisions about their money
and their lives.