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

Richard M. O'Brien, CFP®

CRPC, CRPS

Lincoln Financial Advisors

7650 Rivers Edge Dr
Columbus, OH 43235
(614) 431-4307

General

Richard O'Brien is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lincoln Financial Advisors in Columbus, OH and the surrounding communities.

Financial Advisor Experience

34 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance: Ohio
  • Fixed annuities: Ohio
  • Variable annuities: Ohio

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

More

Helpful Financial Planning Resources