Bio
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David Obrien is a seasoned financial professional with 52 years of experience in retirement planning, strategic financial planning, and leadership. He holds a Bachelor's Degree in Financial Planning and Services from Bryn Mawr College and is a Chartered Life Underwriter (CLU).
Credentials
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CLU
-Jun, 1972- May, 2026
Experience
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United States
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Financial Services
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700 & Above Employee
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Financial Rep
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Jun 1972 - Present
Work with my clients and their referrals to help them achieve their financial goals.
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Financial Representative
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Jun 1972 - Present
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Financial Representative
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Jun 1972 - Present
Financial Planner
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Education
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1982 - 1986Bryn Mawr College
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School name:
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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