Director of Wealth Management
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
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. Scott has also earned the Enrolled Agent designation which allows him practice in front of the IRS in regard to tax matters.
From 2015-2021, 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. His latest release is Surviving to Thriving: A Financial Resource for Divorcées and Widows. He has been quoted in the Wall Street Journal, US News & World Report, Money Magazine, 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 Susan G Komen Central and East Texas and is a Past President and also served on the Community Board for 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.
Scott O'Brien is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Scott O'Brien is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Scott O'Brien is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Scott O'Brien
6836 Bee Cave Rd
Austin, TX 78746