portrait of John OBrien
FINANCIAL ADVISOR

John OBrien

CEPA®, AAMS™
9770 South Military Trail, Suite B10, Boynton Beach, FL 33436opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Health & Nutrition
  • Personal Fitness
  • Reading

Team Members

  • Joyce Lowen
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(561) 738-6276

Fax

(888) 215-4211

Office Address

9770 South Military Trail
Suite B10
Boynton Beach, FL 33436opens in a new window

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