Anne is a Certified Financial Planner™ professional, who has been practicing as an independent fee-only planner, advisor and fiduciary since 1998. Anne currently works with dozens of clients, helping them to navigate the major life transitions and challenges they face. No matter what their needs – retirement goals and concerns, investment advice, comprehensive personal financial plans or answers to everyday financial questions, Anne’s clients consider her a “personal financial coach,” helping them to make sound decisions that enable them to attain their lifetime goals.
Prior to founding O’Brien Associates in 1998, Anne worked for more than 25 years in private indusrty as a specialist in employee benefits and retirement plans. 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 employee benefits software company, providing strategic direction and expertise to product development, business development and human resources.
Before her career in human resources, Anne taught at a suburban Boston high school and, today, her love of teaching occasionally brings her back to the classroom at local community colleges. Anne is a magna cum laude BA graduate of Stonehill College in Easton, Massachusetts and has an MBA from Northeastern University in Boston, Massachusetts.
Anne’s experience in the employee benefits field provides enormous expertise to O’Brien Associates, particularly in the area of retirement plans and retirement planning. Anne is very familiar with the broad array of employer-provided retirement plans as she had responsibility for the administration and financial management of plans with assets in excess of several billion dollars. Anne has been involved with 401(k) plans since their inception in 1984, working closely with plan participants by providing education and guidance to enable them to plan effectively for their retirement. Anne currently provides 401(k) plan consulting and expert services to a Boston-area benefits brokerage firm.
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Selecting a Financial Planner
The Certified Financial Planner Board of Standards has developed a consumer checklist that highlights the important information to consider when evaluating a financial planner’s credentials and experience. You may access this checklist for O'Brien Associates at:
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A Certified Financial Planner™ or CFP® is an experienced planner who has completed courses of study and passed examinations in areas including general principles of financial planning, insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning. Additionally, a CFP® is required to act as a fiduciary to safeguard the interests of clients at all times and to comply with the CFP Board Code of Ethics. The designation is awarded by the Certified Financial Planner Board of Standards. To learn more, go to cfp.net.
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
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