Michael O'Brien

Michael O'Brien, CFP®, currently serves as the Director of Client Engagement at Creative Planning since March 2023. Prior experience includes Vice President at KKR Financial Services Company LLC from September 2022 to March 2023 and Financial Planner at Joel Isaacson & Co., LLC from 2010 to October 2022. Additionally, Michael held the position of Senior Staff Consultant at UHY Advisors FLVS, Inc. from 2006 to 2010, and worked as a Digital Asset Manager and Business Coordinator at Arnold Worldwide between 2003 and 2006. Early career highlights include an internship at JRA Financial Advisors in 2000 and founding TechTracker.com in 1999. Michael holds a Professional Certificate in Financial Planning from New York University and a B.A. in Financial Economics from Gustavus Adolphus College, complemented by a brief study at the University of Sussex in 2000.