SCOTT W. O’BRIEN, CFP®, EA

PARTNER, FINANCIAL PLANNER Austin, TX

OVER 20 YEARS OF EXPERIENCE

A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience, Scott helps to coordinate his clients’ financial lives and assist them in making smart decisions within the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning. He is also an Enrolled Agent which allows him to practice in front of the IRS on tax matters.

From 2015 through 2018, Scott was honored as a Five Star Professional Wealth Manager by Texas Monthly Magazine. Out of several thousand advisors, he was among an elite 476 to be selected for his years in the industry, clean regulatory card, client retention, education, and professional designations. Scott’s career in finance began in 1982 at an east coast-based brokerage firm. He has worked as a financial planner for a small boutique CPA firm and as a wealth manager for a large Registered Investment Advisory. He is the past Chairperson for the Texas Study Group of the National Association of Professional Financial Advisors. Working for WorthPointe aligned strongly with Scott’s values, as he believes in putting the interests of his client first and customizing financial plans to each client.

Scott enjoys sharing his knowledge and experience, and he has taught classes on investments and financial planning for community education programs and is available for speaking engagements. He has also spoken at presentations for 401(k) clients. Scott’s an active writer in the field, and authored the e-book Evidence Based Investing, which separates investing fact from fiction using data from academic studies. Along with his esteemed colleagues, Scott co-authored WorthPointe’s essential, groundbreaking manual, Surviving to Thriving: A Financial Resource for Divorcees and Widows. His insightful quotes appear in numerous publications, including The Wall Street Journal, US News & World Report, Money Magazine, MainStreet.com, and Investopedia.com.

Scott dedicates much of his free time to volunteering for meaningful causes. He serves on the Board of Directors for two non-profit organizations: Susan G. Komen Austin and the Center for Child Protection. A big fan of active recreation, Scott proudly played point guard for his high school basketball team, which won the New England Basketball Championship, beating the 7th ranked team in the country. These days, he enjoys swimming, running, and playing erratic golf.

Recent Writings by SCOTT

Estate Planning... by SCOTT W. O’BRIEN

Insurance for Women in Transition... by SCOTT W. O’BRIEN

OUR TEAM