Kristy O’Brien is passionate about helping people live their best lives. They’ve worked hard for what they have, and she wants to see them enjoy it.
Kristy O’Brien, Principal / Owner
That’s what Kristy values most about being a financial planner– alleviating stress, clearing uncertainty and educating her clients on how to make their money work for them now, and in the long-term. She believes that the profit is in the detail.
Kristy earned a Bachelor of Social Sciences degree from Xavier University and has spent over 25 years working in the financial industry. She has been a financial advisor for large institutions such as Lincoln Financial Advisors, Fidelity Investments, and a former RIA division of Huntington Bank and others. She is also a member of the Financial Planning Association and the National Association for Personal Financial Advisors.
Kristy started her own business in 2015 because she wanted to build a firm that focuses on people before profit. She uses her knowledge to give her clients the best of both worlds—comprehensive financial planning and investment management.
Kristy is a Registered Investment Advisor (RIA). This platform requires her to maintain the fiduciary standard in always working for her client’s best interests. This legal obligation is not applicable to all financial planners.
The only compensation Kristy receives are fees paid directly from her clients. This provides her clients with a wide range of choices, increased transparency, and no conflicts of interest. In building portfolios, she incorporates exchange traded funds for tax efficiency as well as no load or low cost mutual funds.
“The only compensation I receive are fees paid directly from my clients which provides them with a wide range of choices, transparency and no conflicts of interest.”
Kristy O’Brien, Principal / Owner
Kristy is not afraid to ask the hard questions and she empowers her clients to be prepared for real life circumstances. She understands that most of her clients don’t have the time, willingness, or expertise to monitor their financial affairs. She gladly takes care of this responsibility so they can enjoy their lives.
As a one-woman shop, she has built her business by word-of-mouth recommendations. When you work with Wealth Transitions you work with Kristy – and benefit from the vast knowledge, attention to detail, and personal care she delivers to each and every client. Please see the required disclosures below.
