Broker Check
Peter J. O'Brien

Peter J. O'Brien

Wealth Manager / Chief Investment Officer

Peter's lifelong calling in the financial services industry, now exceeding 30 years, has been dedicated to helping clients get their financial affairs in order so they can focus on their most important family goals and values. It has been a career built on integrity, character and forged with positive leadership.

Career experience includes Wells Fargo as a Financial Advisor, Bank of America Investment Services as the Market Director II for the state of Arizona, and as a Regional Manager with AllianceBernstein Investment Management where he became a student of the Sanford C. Bernstein investment management process for working with the ultra high net worth client.

When not chasing the investment dream, Peter can be found living his dream everyday sharing some quiet moments with his sweetheart Dinah and their two dogs in their backyard overlooking the hills of Yorba Linda. They also enjoy vacationing with family and friends in Arizona, New York, Lake Tahoe and Hawaii. Peter enjoys playing golf, tennis, basketball and snow skiing as well as supporting Arizona State University athletics. Peter served as President of Sen. John McCain's Captain's Club -- a community service organization, as well as the Fiesta Bowl Parade Hospitality Committee, the Kiwanis Club and various Chambers of Commerce. Most recently he has participated in professor for a day the last two years at California State University Fullerton, teaching and mentoring the introductory to investments class.

Peter attended Whittier College and graduated with a B.A. in Economics and Business Administration. He holds the following registrations: Series 7, 24, 53, 65, 66, and Life Insurance Agent registered in CA, AZ, NV, ID, FL and NY.