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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 and to advocate for transparency and accountability in financial services.

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, Virginia Business and other publications regarding financial planning.  He is an active proponent of the Financial Planning Coalition’s efforts to mandate standards for anyone holding themselves out as a financial planner and mandating a fiduciary standard for all offering financial advice to the public.

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.
Dave is a NAPFA-Registered Financial Advisor and graduate of GE’s prestigious Jack Welch Leadership Development Center. He leads the Richmond-Area NAPFA study group and is President of the Central Virginia chapter of the Financial Planning Association.

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