Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
David L. O’Brien began his financial career in 1988 as an agent of Massachusetts Mutual Life Insurance Company (MassMutual). A graduate of The Citadel with a B.A. in English, David also earned an M.A. in Rehabilitation Counseling from Southern Illinois University and an M.A. in Business Administration from Webster University. David’s professional designations include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is a 2010 member of the Million Dollar Round Table (MDRT) and a member of the Society of Financial Service Professionals (SFSP).
David and his wife, Jeanie, reside in Cranberry Township with their youngest daughter Gabriela. David enjoys golf, reading and traveling, and is a member and past President of the Rotary Club of Cranberry Township – Sunrise. He and Gabriela enjoy an annual father-daughter mission trip to San Luis, Mexico, with Caring Hearts Ministries.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies