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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. With more than 12 years of experience in the financial services industry, Jackie worked for an independent investment advisory firm as a senior wealth advisor prior to joining Creative Planning. 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 children, Isabella and Sinjin. She loves traveling, reading and spending time outdoors.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021