About Me

David J. O’Brien, MBA, CFP®
NAPFA-Registered Financial Advisor

[email protected]

Dave is a CERTIFIED FINANCIAL PLANNER TM practitioner (CFP®) and received a BA and MBA from the University of Richmond, a Certificate in Financial Planning from Virginia Commonwealth University.

Dave is often quoted in The New York Times, Bloomberg, InvestmentNews, MintLife and other publications regarding financial planning and is a frequent speaker at industry conferences. He actively participates in the Financial Planning Coalition’s efforts to protect the public through client-centered accountability and transparency.

Dave is Chair-elect of the NAPFA National Board, and formerly chaired the NAPFA Public Policy committee and is a member of the Financial Planning Coalition.  He has served on the NAPFA Compensation committee and the NAPFA South Region Board. He recently served on the CFP Board compensation task force and CFP Board professional standards task force and  is a former president and chairman of the Central Virginia chapter of the Financial Planning Association.

In 2016, Dave co-founded Evolution Advisers – a continuation of O’Brien Financial Planning, a Fee-Only Registered Investment Advisory and Financial Planning firm he started in 2006 after 18 successful years at General Electric. While at GE, Dave developed expertise in business and financial management, and was called on to provide business leadership and consulting on a global basis. This experience at one of the world’s best run businesses provided him with a depth of understanding how to deliver successful results. His focus is to bring that experience to bear in helping people succeed in meeting their own financial goals.