Laura M. O’Brien, Legacy Planners, Inc.

Laura M. O’Brien
Laura M. O’Brien, CFP® works with clients to create and implement a custom wealth plan including investment management. She provides comprehensive services to her clients and serves as a resource for all things financial in their lives. Because Ms. O’Brien holds the CFP® designation, she has a commitment to educating her clients and the public about financial planning and investment management. To that end, in addition to working with individual clients, she presents educational workshops to groups at their place of employment and in community education centers.

Prior to forming Legacy Planners, Inc., Ms. O’Brien worked with Certified Planners, Inc. in San Ramon, California. For two years she served individuals and small business owners with financial planning, investment management, and tax planning services.

Ms. O’Brien served as an investment advisor to clients in JP Morgan’s Private Client Services division in Chicago, Illinois managing more than $175 million in client assets from 2002 to 2006. As a Regional Liaison for Wachovia Securities Private Client Group, she served the Midwest Regional Branch Offices assisting with financial planning software training, operational support and compliance management for 500+ Advisors.

Ms. O’Brien holds a B.A. degree from the University of Iowa, Iowa City, Iowa. She completed the Graduate Certificate program in Financial Planning at DePaul University, Chicago, Illinois and earned the Certified Financial Planner™ (CFP®) professional designation. She holds FINRA Series 7, Series 66 licenses, and her California Life and Health Insurance License.

Ms. O’Brien is a member of the Financial Planning Association (East Bay Chapter) and the San Ramon Chamber of Commerce. She serves on the Board of Directors as the Treasurer for the San Ramon Chamber of Commerce and is active a as San Ramon Chamber Ambassador.

Phone: 925-787-9951
Laura@legacyplannersinc.com