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

Sean F. O'Brien, CFP®

O'Brien Wealth Management

2 Bridge Avenue, Suite 633
Red Bank, NJ 07701
FINANCIAL ADVISOR'S WEBSITE
(908) 347-9986

General

Sean O'Brien is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at O'Brien Wealth Management in Red Bank, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources