Lauren O’Brien is a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® committed to helping her clients on their life journeys with thorough financial planning. She partners with clients to design a retirement roadmap so that clients feel reassured in the financial decisions they make and execute.
Lauren O’Brien
Senior Wealth Advisor
XML Financial Group
United States, Virginia, Falls Church
About Me
Profile Information
Senior Wealth Advisor
XML Financial Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Falls Church
Virginia
United States
Sep 4, 2024
More profiles to browse
Beth J. Levine
Senior Wealth Advisor
SC
Steven Collins
Wealth Advisor
DB
David B. Margulies
Senior Wealth Advisor
Jason Klopman
Senior Wealth Advisor, Partner
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University