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Tom O’Brien, CFP®, ChFC®, CLU®

Financial Advisor tom.obrien@sgc-financial.com

Mission Statement

I strive to empower my clients to make better financial decisions and to become a financial services resource for the community.

What I Do for My Clients

I believe in a comprehensive, planning-based approach to serving my clients and approach each and every client relationship from that viewpoint. Through specialization in working with medical and dental professionals and small business owners, I have developed particular expertise in advanced retirement plan design, asset and income protection strategies and tax-efficient investing.  Through collaboration with my clients’ other professional advisors, we are able to design, implement and track the financial solutions needed to most efficiently accumulate, preserve and transfer wealth.

I joined SGC in 2008 during a tumultuous period in modern economic times. Consequently, I was looking for an independently-owned company that would support me as I built my client base. Of particular importance was joining a company that was objective in product selection, provided infrastructure and client service support, and would allow me to serve my clients in a transparent and fee-based service model.

I am a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® and a Chartered Life Underwriter®.

Personal

Tom was raised in Half Moon Bay and currently lives in the Parkside neighborhood of San Mateo with his amazing wife, Hilarey, and their twins, Stella and Matteis.

Prior to working with SGC, Tom worked with Johnson & Johnson serving medical professionals in the SF Bay Area.

Tom has an MBA in International Business from Thunderbird; The International School of Global Management where he graduated with Honors. He attended UC Santa Barbara where he graduated with High Honors earning a double major in Global Studies and Spanish. During school, Tom lived in Barcelona, Spain and Archamps, France, a small town along the Swiss-French border.

An avid sports fan, Tom has played competitive sports his entire life including baseball, hockey, swimming, football, basketball, golf, skiing, volleyball, crew and tennis. While family and professional obligations result in increasingly less time for these pastimes, Tom still finds time to play sports with his kids in their backyard, attempts to exercise regularly at the local YMCA and cheer on the Giants at their SF stadium whenever he has the opportunity. Additionally, Tom spends at least one long weekend each year backpacking through the amazing National and State Parks we are blessed with here in California and he is counting the days until his kids are old enough to join him.

Tom was formerly a board member for the Cabrillo Education Foundation (CEF) and on their Endowment Committee, focused on Charitable Giving. He was also Chair of the CEF’s Investment Committee, and the Operational Finance and Audit Committee. These types of roles have taken a backseat to his obligations to his family and his clients, for now.

FINRA CRD #5529111

California Insurance License #0G22627

Registered representative and investment advisor representative of Securian Financial Services, Inc.

 

Tracking Number #1556493   DOFU 07-2016