Michael V. O'Brien,  CFP<sup>&reg;</sup> - Financial Advisor

Michael V. O'Brien, CFP®

Joel Isaacson & Co., LLC

546 5th Ave, 20th Flr
New York, NY 10036
(212) 302-6300

General

Michael O'Brien is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Joel Isaacson & Co., LLC in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Fraud Examiner (CFE)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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