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O'Brien Capital Management - Financial Planning and Investment Management - Comprehensive Plan

Our president and CEO, John M. O’Brien has a BS in Business Economics and is a Certified Financial Planner™ practitioner. Prior to establishing his own firm in 2005, he served as Director of Financial Planning for Sentinel Investment Management Corporation for over six years. Before joining Sentinel, John was an investment specialist with Charles Schwab and Co., Inc., for seven years, working with high net worth individuals and families. Prior to Schwab, he worked in the fixed income department for Swiss Bank Corporation.

John is an active member of the Financial Planning Association, Greater Hudson Valley chapter. John is dedicated to ongoing professional training and development.  He enjoys coaching his daughter’s softball team and spends time volunteering in the community through the Meals on Wheels program and through the Nyack Rotary.  These days it is more important than ever to have a plan in place so Call John O’Brien, CFP® for a no obligation no charge consultation to review how he can help you with your financial planning and investment management needs.

About John O'Brien


This site may include these subjects:; Certified Financial Planner, Personal Finance, Retirement Fund, IRA, Tax Advice, College Fund, Savings Plan, Investment Advisor

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