Kevin OBrien, Social Security Planning Consultant
Kevin OBrien
Financial Planner, Wise Planning
Professional Profile
Meet Kevin O'Brien, a dedicated Financial Planner at Wise Planning in Kirkwood Place N, Washington. Since joining the team in 2020, Kevin has leveraged his extensive background and expertise to guide clients through the complexities of retirement and financial planning. With seven years at Ernst & Young, Kevin specialized in employer-sponsored benefits and retirement planning while also expertly managing the tax helpline, assuring clients that their financial futures are in dependable hands.
With a B.A. in History from The College of New Jersey, Kevin is not only a Certified Financial Planner (CFP®) but also holds a Certificate in Health Plan Navigation from the International Foundation of Employee Benefit Plans. His comprehensive knowledge makes him a reliable resource for those seeking to optimize their Social Security benefits and navigate the intricacies of financial planning.
Kevin OBrien has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Residing just north of Princeton, New Jersey, Kevin enjoys spending quality time with his wife and sons. When he's not providing exceptional financial advice, you can find him on the disc golf course or honing his handyman skills at home. Trust Kevin O'Brien to help you achieve your financial goals and secure your future with confidence.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.