Laura O’Brien, CFP®
Laura M. O’Brien, CFP® works with clients to create and implement a custom financial plan including investment management. She provides comprehensive services to her clients and serves as their resource when they face financial decisions throughout their lives. Because Laura holds the CFP® designation, she has a commitment to educating her clients and the public about financial planning and investing. In addition to working with individual clients, she presents educational workshops to groups at their place of employment and in other community locations.
Prior to joining Summit Financial Group, Laura formed Legacy Planners, Inc. as well as another investment management firm in the San Ramon area. She served individuals and small business owners with financial planning, investment management, and tax planning services.
Laura served as an investment advisor to clients in JP Morgan’s Private Client Services division in Chicago, Illinois managing more than $175 million in client assets from 2002 to 2006. As a Regional Liaison for Wachovia Securities Private Client Group, she served the Midwest Regional Branch Offices assisting with financial planning software training, operational support and compliance management for 500+ Advisors.
Laura holds a B.A. degree from the University of Iowa, Iowa City, Iowa. She completed the Graduate Certificate program in Financial Planning at DePaul University, Chicago, Illinois and earned the Certified Financial Planner™ (CFP®) professional designation. Laura is a registered representative and investment advisor representative with Securian Financial Services, Inc. She holds FINRA Series 7, Series 66, and California Life and Health Insurance License #0F46046.
Laura is a member of the Financial Planning Association (FPA) East Bay Chapter and serves on the Board of Directors as the Treasurer for the San Ramon Chamber of Commerce.
Laura O’Brien, CFP®
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583 . (925) 866-7800 or (866) 945-2699.
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’sBrokerCheck. For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.