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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

  • CLU
    -
    Jun, 1972
    - May, 2026

Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Rep
      • Jun 1972 - Present

      Work with my clients and their referrals to help them achieve their financial goals.

    • Financial Representative
      • Jun 1972 - Present

    • Financial Representative
      • Jun 1972 - Present

      Financial Planner

Education

  • 1982 - 1986
    Bryn Mawr College
  • School name:

Suggested Services

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Industry Focus. “Financial Services”

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