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Kerry O’Brien, CFP®, EA

Build and manage your wealth like a multimillionaire.

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BeingFIT Financial Kerry O’Brien, CFP®, EA
Walpole, Massachusetts

Serving Clients Nationwide

Build and manage your wealth like a multimillionaire.

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(617) 834-0437

Website

Areas of Focus

  • Divorce Financial Planning
  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Real Estate Investing
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Kerry O’Brien. I started BeingFIT because I felt financial services for everyday families were lacking at best, filled with conflict of interest at worst, and more importantly missing the big picture. I knew I could do better and decided to create a modern financial services firm for people like you.

Prior to BeingFIT, I spent over 15 years working for large financial firms, specializing in retirement, investments, cash flow, insurance, business, estate, employee benefits, and tax. I served as a Financial Planning Consultant to financial advisors, where I created and reviewed thousands of financial plans for optimal strategies and integrity.

I also provided financial education and consulting to financial advisors located at various institutions across the country. Now, I focus my energy on providing my clients with holistic financial planning advice, and educating the public in areas such as money mindset, the current college landscape, and aligning investments with values.

I'm also a fitness advocate, and love meeting new people and learning about their money stories and fitness journeys.

Outside of work, you'll often find me enjoying life with my 12 year old daughter, camping or cruising in our Jeep, at the hockey rink watching her play, lifting weights, or practicing yoga. My 5 top values in life are family, health, independence, honesty, and meaningful work.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent (EA)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Walpole, MA 02081

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a 15 minute call to determine if we may be a good FIT to work together for Financial planning, Investing or Tax Advisory services. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Whether you are still building or have already accumulated WEALTH and you want to OPTIMIZE your investments and minimize your taxes, or you just want more time to focus on your lifestyle, IMPACT, and what you care about, we can help you find CLARITY with your money, build your financial FITNESS and legacy, and guide you on the path to financial FREEDOM and confidence.

BeingFIT Financial is a Fee-Only Fiduciary (100% of the time). We're independently owned and operated.

OUR FINANCIAL PLANNING PHILOSOPHY

✅ Your Why and Values before your Numbers.

✅ Guidance on ALL aspects of your Financial Life.

✅ Freedom to use (or don’t) our Investment Management options.

✅ Compassionate and Judgement Free Zone.

OUR INVESTMENT MANAGEMENT PHILOSOPHY

✅ Simple, Yet Strategic. We don’t believe in making things more sophisticated, or complicated than necessary.

✅ Minimize Costs. We seek to keep your costs as low as possible, including management fees, internal portfolio expenses, and taxes.

✅ Goal Based. We assign investments to your financial goals and timeframe.

✅ Wealth Building Behaviors and Habits. We help you stick to your savings plan, feel confident in your investing strategy, and be patient and calm along the way.

BeingFIT Financial is a woman owned independent Registered Investment Advisor (RIA) offering advisory services in the State of Massachusetts and in other jurisdictions where exempted.

Education

Providence College Bachelor, Social Science

Hobbies and Interests

  • Beach
  • Camping
  • Dancing
  • Family
  • Golf
  • Hiking
  • Hockey
  • Music
  • Relaxing
  • Working Out
  • Yoga

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Real Estate Agents
  • Real Estate Investors
  • Remote Workers
  • Single Women
  • Technology Professionals
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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