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Scott O'Brien, CFP®
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Scott O’Brien is a wealth manager who specializes in developing
customized financial plans incorporating investment management,
retirement planning, estate plan design, tax minimization,
implementation of asset protection strategies, and coordination
of insurance protection.
Prior to joining Creative Planning Inc., Scott was a vice
president for an East Coast based investment brokerage firm and
more recently served as an investment advisor with a boutique
investment and tax advisory firm.
He received his Certified Financial Planner designation in 1987.
Scott graduated summa cum laude from the University of Maine
where he majored in Business Administration.
Scott spends his spare time involved with sports and spending
time with friends and family. |
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