Erin O’Brien, CFP®
Helping Women Step Into Retirement with Confidence and Clarity
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Helping Women Step Into Retirement with Confidence and Clarity
Areas of Focus
- High Net Worth Retirement Planning
- Retirement Planning
- Social Security Optimization
- Taxes
- Women & Wealth
About Erin O’Brien, CFP®
Hi, I’m Erin O’Brien. For 20 years, I’ve been helping women step into retirement feeling confident, secure, and excited for what’s ahead. I have a special interest in working with women in their 50s, a time of life I refer to as the "Season of You".As a Certified Financial Planner™, Accredited Wealth Management Advisor, and Enrolled Agent admitted to practice before the IRS, I have a depth of technical expertise to ensure my clients’ finances are in good hands.
My Story: Shaped by Experience, Driven by Purpose
When I first entered this field, I quickly learned how broken the traditional financial model was. Advisors were pressured to “sell products,” not truly help people. That never sat right with me.
When my own family went through a personal crisis after a devastating loss, I saw firsthand how overwhelming it can feel to make big financial decisions in a vulnerable moment. What my family needed wasn’t jargon or sales pitches — we needed someone to listen, to meet us where we were, and to walk with us step by step.
That experience shaped everything about how I serve my clients today: with empathy, clarity, and a focus on the whole person behind the portfolio.
“I find great satisfaction serving as a woman’s financial partner and go-to, building relationship and supporting her through all the ups and downs life and finances bring — whether it’s practical things like explaining a mortgage disclosure in plain English or filling out paperwork together; or the more soulful questions like where would she love to live at this stage of her life or how to balance helping her kids while keeping her future secure. That’s the stuff that keeps me saying I have the best job in the world.” - Erin O’Brien
Beyond the Numbers
I live in Naples, Florida, with my (soon to be) husband and with our purposeful pups, in our home we call Holiday House. Family and faith are at the heart of our lives. For fun, I love running, baseball, golf, the beach and all things summer. But more than anything I love being called mom, and now “Gramma.”
One of the greatest joys of my career has been the relationships I’ve built with clients over the years. Whether it’s swapping stories about kids, celebrating a trip you’ve taken, or hearing about your next big dream, those personal connections are what make this work so meaningful.
At the end of the day, financial planning is about helping you create your "Season of You" — a retirement that feels intentional, secure, and deeply fulfilling.
Professional Designations
- Accredited Wealth Management Advisor (AWMA)
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Naples, FL, 34102
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. The best way for us to get started is with a 15-minute no-pressure call. It’s a chance for us to meet, talk through your questions, and see if we’re the right fit. I look forward to speaking with you.Offers Investment Management
Yes
About Purposeful Money
Your next chapter deserves more than a financial plan. It deserves clarity, purpose, and a trusted partner to walk beside you. At Purposeful Money, we offer retirement planning with a human-first approach.What We'll Do Together
Retirement isn’t just about the numbers. It’s about knowing you’re going to be okay — financially, emotionally, and in how you spend your days. I'll guide you through the financial and emotional transition into retirement.
Yes, I manage investments, taxes, Social Security, Medicare, and all the moving pieces of your retirement plan. But I also help you uncover the life you want to live in this new season — your “Season of You.”
Together, we’ll align your money with what matters most, so you can live intentionally, joyfully, and without financial fear.
My Approach
I’m not here to overwhelm you with spreadsheets or talk over you with jargon. This is a partnership. I’ll meet you where you are — whether you’re a few years from retirement or already living it — and walk with you every step of the way.
You’ll get judgment-free guidance, plain-English explanations, and someone who understands that retirement isn’t only about dollars — it’s about life. I’ll be there for both the everyday questions (411) and the “drop everything” moments (911), with clear actionable guidance without jargon.
The Worry Ends Here
You’ve worked too hard to spend your retirement years anxious about money. Let’s make a plan you can trust — so you can finally exhale.
Education
Saint Elizabeth University, Education | Villanova University, Liberal Arts
Hobbies and Interests
- Baseball
- Beach
- Family
- Golf
- Running
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Women in Transition
- Women Professionals
- Women’s Finance
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
