portrait of Jesse O'Brien
FINANCIAL ADVISOR

Jesse O'Brien

CFP®, CEPA®
10521 19th Ave SE Suite 101, Everett, WA 98208opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Traveling
  • Art & Theater
  • Pets
  • Reading
  • Surfing

Team Members

  • Shawna Karch
    Registered Branch Associate
    FPQP®
  • RaChelle Greaby
    Sr. Branch Office Administrator
  • Trish McCall
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Phone

(425) 339-2017

Fax

(866) 556-2232

Office Address

10521 19th Ave SE Suite 101
Everett, WA 98208opens in a new window

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