Jackie O'Brien, JD, CFP®, RLP®
Wealth Manager, Partner
Jackie serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Jackie has nearly two decades of experience in the financial services industry. Prior to joining Creative Planning, Jackie spent 12 years working for an independent investment advisory firm as a senior wealth advisor and five years assisting clients with their estate planning needs. Over her career, Jackie has developed an in-depth knowledge of providing clients with comprehensive wealth management.
Jackie earned a Bachelor of Arts degree and a Juris Doctorate degree from Creighton University, where she graduated with honors. Jackie is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Registered Life Planner, as certified by the Kinder Institute of Life Planning.
Jackie has two amazing children, Isabella and Sinjin. She travels annually to El Salvador and Peru and can often be found greeting patrons at the door at the Bishop Sullivan Center One City Café. In her free time, Jackie loves traveling, spending time in her garden and reading.
Articles by Jackie O'Brien, JD, CFP®, RLP®
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