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Home > Author > Kevin O'Brien
 
Kevin O'Brien

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Member Since: Feb, 2009

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  Kevin O'Brien           

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My book is designed to educate the reader and get them organized so that an effective estate plan can be drafted and properly executed.


Background Information

Kevin has been in the industry for 21 years and has several professional designations and awards of merit. Kevin is a CFP and CDFA and has also written a book called "Where There's A Will There's A Way ™" an easy to read Canadian estate planning guide.   Kevin can often be found doing presentations on the topic of estate planning, across Canada.  You may have seen Kevin speak at the CIFP, the Advocis national schools (Ontario and Atlantic) and Advocis local chapters (Hamilton, St Catharines, Barrie, Kelowna and the IFB as well as numerous dealership conventions and insurance conventions.  Kevin’s love for public speaking is apparent in his presentations.  His informative yet humorous perspective on the topic, engages all who attend.

Accomplishments

CERTIFIED FINANCIAL PLANNER, (CFP) - The CFP and CERTIFIED FINANCIAL PLANNER certification marks are the most recognized financial planning marks in the world. Unlike an educational designation offered by a college or university, CFP certification is based on independently established public interest standards. As a result, it prepares the CFP for a career-long commitment to meeting the ever-changing needs of clients.

CFP Board's CFP certification process consists of initial requirements in the areas of Education, Examination, Experience and Ethics (known as "the four Es"). Applicants for certification must also have a bachelor's degree (or higher), or its equivalent, in any discipline, from an accredited college or university in order to obtain CFP certification. Once they have successfully met the requirements and completed the initial certification process, they need to continue ongoing education and disclosure requirements to maintain CFP certification, which ensures the CFP are constantly challenged to be the top professionals in their field.



CERTIFIED DIVORCE FINANCIAL ANALYST, (CDFA) - A Certified Divorce Financial Analyst looks at the division of assets in a future sense. It may very well look equitable today but once the numbers are tallied and the CDFA applies other factors such as inflation, cost of living, taxes, retirement, and any other increased or decreased factors, the outcome may look very different. A CFDA examines the FINANCIAL issues of a divorce and provides you and your lawyer with powerful data to support your case.

Additional Information

check our our web site and Kevin's Blog called "in the cockpit"

Contact Information
Kevin O'Brien and Associates
134 Armour Cres 
Ancaster, Onatrio  l9k1r9   Canada
Contact Author: Kevin O'Brien


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