Scott O'Brien| CFP®
- Financial Planning
- 401(k) Retirement/Pensions
- Tax Planning
- Asset Protection
- Estate Planning
- Charitable Giving
Our Other NAPFA Members
Austin, TX 78746
Scott W. O’Brien CFP® is a CERTIFIED FINANCIAL PLANNER professional based in Austin, TX. He serves clients by coordinating their financial lives and assisting them in making smart financial decisions within the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning.
Scott was honored as the winner of the 2015 Five Star Professional Wealth Manager for Austin, San Antonio and the Central Texas region. He has been quoted in the Wall Street Journal, Money Magazine, Time, US News & World Report, MainStreet.com and Investopedia. Learn more and/or Contact Scott
Scott W. O’Brien is a CERTIFIED FINANCIAL PLANNER™ professional who serves clients by coordinating their financial lives and assisting them in making smart financial decisions within the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning.
In 2015 and 2016, Scott was named by Texas Monthly Magazine as a Five Star Professional Wealth Manager for Austin, San Antonio and the Central Texas region. Approximately 2,300 advisors were nominated and 476 selected. The selection process is based on ten criteria including years in the industry, clean regulatory record, client retention, education and professional designations.
He is the author of Evidence Based Investing which endeavors to separate fact from fiction regarding investing by using data from academic studies. He has been quoted in the Wall Street Journal, US News & World Report, MainStreet.com and Investopedia.
Scott started his career in 1982, working for an east coast-based brokerage firm. He has also worked with a small boutique CPA firm as a financial planner and most recently, as a wealth manager for a large Registered Investment Advisory firm. Scott has taught classes on investments and financial planning for community education programs and is available for speaking engagements. He has also spoken at numerous presentations for 401(k) clients.
Scott serves on the Board of Directors for two non-profit organizations – Susan G Komen Austin and The Center for Child Protection. He is the past Chairperson for the Texas Study Group of the National Association of Professional Financial Advisors.
Scott was the point guard for his high school basketball team that won the New England Basketball Championship beating the 7th ranked team in the country. These days he enjoys golf along with swimming and running.
WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.
As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.