SCOTT W. O’BRIEN, CFP®

Partner, Financial Planner · Austin, TX

Scott W. O’Brien is a CERTIFIED FINANCIAL PLANNER™ professional who serves clients by coordinating their financial lives and assisting them in making smart financial decisions within the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning.

In 2015 and 2016, Scott was named by Texas Monthly Magazine as a Five Star Professional Wealth Manager for Austin, San Antonio and the Central Texas region. Approximately 2,300 advisors were nominated and 476 selected. The selection process is based on ten criteria including years in the industry, clean regulatory record, client retention, education and professional designations.

He is the author of Evidence Based Investing which endeavors to separate fact from fiction regarding investing by using data from academic studies. He has been quoted in the Wall Street Journal, US News & World Report, MainStreet.com and Investopedia.

Scott started his career in 1982, working for an east coast-based brokerage firm. He has also worked with a small boutique CPA firm as a financial planner and most recently, as a wealth manager for a large Registered Investment Advisory firm. Scott has taught classes on investments and financial planning for community education programs and is available for speaking engagements. He has also spoken at numerous presentations for 401(k) clients.

Scott serves on the Board of Directors for two non-profit organizations – Susan G Komen Austin and The Center for Child Protection.  He is the past Chairperson for the Texas Study Group of the National Association of Professional Financial Advisors.

Scott was the point guard for his high school basketball team that won the New England Basketball Championship beating the 7th ranked team in the country. These days he enjoys golf along with swimming and running.

 

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RESOURCES

Surviving to Thriving: A Financial Resource for Divorcées and Widows

The 8 Critical Questions You Need Answered to Find a Financial Advisor You Can Trust

Evidence-Based Investing: Separating Fact from Fiction