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Michael O’Brien, CFP®

Director of Client Engagement

Michael serves as a Director of Client Engagement, introducing clients to the firm's wealth management services. These services encompass all aspects of a healthy financial life and include customized investment management, financial planning, charitable planning, retirement plan consulting, tax planning and preparation, and estate planning services.
Michael has almost two decades of financial services experience. Prior to joining Creative Planning, he was a financial advisor with an independent wealth management firm in New York City, where he worked with high-net-worth and ultra-high-net-worth individuals and families for more than a decade. He also worked in a family office for a multigenerational ultra-high-net-worth family in the private equity industry.

Michael earned his Bachelor of Arts degree in financial economics from Gustavus Adolphus College in Minnesota. He is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Michael lives with his wife and daughter in New York City and enjoys spending time with his family, traveling, wine and playing tennis and pickleball.

Articles by Michael O’Brien, CFP®

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