David J. O'Brien, MBA, AIF®, CFP®

NAPFA-Registered Financial Advisor

Dave is often quoted in The New York Times, Bloomberg, InvestmentNews, MintLife and other publications regarding financial planning and is a frequent speaker at industry conferences.  He actively participates in the Financial Planning Coalition’s efforts to protect the public through client-centered accountability and transparency.

Dave is a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) 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 served on the South Region Board of the National Association of Personal Financial Advisors (NAPFA).  He chairs the NAPFA Public Policy committee and serves on the NAPFA Compensation committee.  He recently served on the CFP Board compensation task force and CFP Board professional standards task force.  Dave is a 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.

15521 Midlothian Turnpike, Suite 102 |  Midlothian, Virginia  23113 | tel 804-419-6002 | fax 888-419-1521 | contact by email

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