About My Practice
O'Brien Associates is an independent, fee-only financial planning practice, providing advice and expertise to individuals and small businesses. We work with individuals and couples of all ages and we particularly enjoy working with women to help them to address their financial issues and needs and to gain greater confidence in their own ability to understand and manage their finances. We seek out clients who are enjoyable to work with and who embrace the same values that we espouse. We listen carefully to the needs and goals of our clients and we strive to provide them with the appropriate services that they need. We take pride in helping our clients to realize how they can improve their financial situations and reach their goals.
Our relationships with each of our clients and all of our own business practices are based on the following core values:
- Honesty and integrity
- Openness, thoughtfulness and mutual respect
- Taking responsibility, being accountable and keeping one's word
- Quality and timeliness
- Being actively engaged - discovering, learning and growing with others
- Sharing knowledge, understanding and wisdom
- Making a difference and getting things done
Anne has been practicing as an independent fee-only planner and advisor since 1998. She currently works with dozens of clients, providing a wide range of financial planning and advisory services. These services include comprehensive personal financial plans and strategies, pre-retirement accumulation planning, in-retirement income strategies and advice, investment planning and advisory services, education funding planning, insurance and employee benefits review, estate planning and personal financial issues analysis and resolution.
Prior to founding O’Brien Associates in 1998, Anne worked for more than 25 years in the private sector as an employee benefits and compensation specialist, where she held individual contributor and management positions in several companies across multiple industries. At the time she launched O’Brien Associates, Anne was the VP, Compensation and Employee Benefits for the U.S. property and casualty subsidiary of the Dutch financial services giant ING. During the period of 1998 to 2003, in addition to launching and growing O’Brien Associates, Anne worked with a start-up human resources software company, providing strategic direction and expertise to product development, business development and human resources.
Prior to her career in human resources, Anne taught at a Boston suburban high school and, today, she occasionally teaches business courses at a local community college. Anne is a magna cum laude BA graduate of Stonehill College in Easton, Massachusetts and has an MBA from Northeastern University in Boston, Massachusetts.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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