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John O'Brien

John O'Brien

Senior Vice President, Financial Advisor

CFP®

John has more than 30 years of experience in the financial services industry, bringing a strong background in investment management, portfolio construction and retirement income strategies to his role as a financial advisor. John enjoys helping his clients understand that a successful financial plan requires much more than making stock selections and supports them in employing strategies that help them achieve their life goals.

As a CERTIFIED FINANCIAL PLANNER™ Professional since 1996, John is also a former president of the Philadelphia Tri-State Financial Planning Association. He has made appearances on CNN and Fox News and has written financially-focused articles for magazines and newspapers.

John, his wife Wendy and their son Owen live in Chester Springs, Pennsylvania. John enjoys spending his free time in his backyard with his family, their dog and their friends. He is an automobile and Porsche enthusiast who enjoys car events and racing.

  • BS, San Diego State University
  • University of Pennsylvania Wharton School of Business Executive Program
  • CERTIFIED FINANCIAL PLANNER™ Professional

The O’Brien-Ortner financial advisory team is located in our Malvern, PA office.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

1 Advisory registrations are held with Wealth Enhancement Advisory Services.

2 Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Malvern office advisors are not affiliated with LPL Financial.

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