Dave knows what it takes to create a thoroughly optimal financial life. Just behind protecting the environment, Dave’s primary cause is also his profession. He believes people should be able to expect that all financial advisors are held to the high ethical fiduciary standard. He currently serves on the Commission on Sanctions and Fitness of the Certified Financial Planner Board of Standards and from 2019-20 was Chair of the National Association of Personal Financial Advisors Board (NAPFA). He has years of experience advocating for regulation and legislation to protect consumers. He chaired the NAPFA Public Policy committee for five years, served on N

David O'Brien
Co-Founder & Principal
Evolution Advisers Inc
United States, Virginia, Richmond
About Me
Profile Information
Co-Founder & Principal
Evolution Advisers Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Richmond
Virginia
United States
Aug 15, 2024
Work Experience
Evolution Advisers Inc
Co-Founder & Principal Apr 2016 - Present
Email: dobrien@evoadvisers.com
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