Kirk O’Brien CFP®

Kirk O’Brien CFP®

Instructor

Kirk O'Brien is a CERTIFIED FINANCIAL PLANNER ™ practitioner with Lincoln Financial Advisors, a Registered Investment Advisor and comprehensive financial planning firm. Kirk has worked with retirees, business owners, and individual families to help them in the areas of asset management, retirement income strategies, accumulation goals, risk reduction, and wealth transfer. After starting his career in accounting, Kirk transitioned into financial planning to work directly with individuals and their families. The ability to provide customized solutions for his clientele has been the driving force behind his career. Often times, this means assisting with emotional decisions in addition to economic and analytical issues. Put simply, Kirk believes a financial plan is ineffective without taking the health, welfare, and family aspects of the decision making process into consideration. Kirk seeks to establish long term, mutually engaging relationships with his clients and consequently measures his success by the attainment of their goals. In that regard, he is truly only successful when his clients are successful. Kirk holds a degree in Business-Economics from the University of California, Los Angeles. In continuing his career related education he has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). Aside frim his dedication to financial planning, Kirk also enjoys outdoor activities, traveling, and spending time with family and friends. 

Phone 949 623-1764
Fax 949 724-8977