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bobrien@mywealth.com » Profile

Bob O'Brien has over 14 years experience and is a Is a Certified Financial PlannerĀ®, tax advisor and investor. He became interested in finance at an early age and has been a financial planner and tax advisor for firms like Ernst and Young and TIAA-CREF. Bob is very much open to all investment approaches and making certain that all the people he helps are taking a planning approach in addition to achieving high rates of returns.

bobrien@mywealth.com's Company

Snapshot
  • Financial advisor
  • Trading frequency: Monthly
Interests:
  • Dividends & Income
  • ETFs
  • Forex