Daniel S. O'Brien, CFP^®, CLU^®

Wealth Management Advisor

711 3rd Ave RM 701
New York, NY 10017-9278

Office 917-810-2995

Contact Me

Daniel S. O'Brien, CFP^®, CLU^®

Wealth Management Advisor

711 3rd Ave RM 701
New York, NY 10017-9278

Office 917-810-2995

Contact Me

Personal

I live in Warwick N.Y. near apple orchards, horse farms and dairy farms with my wife Eileen and our 4 children Emmett, Siobhan, Julia and Colleen.

I enjoy jogging, bicycling and spending time with my family.

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Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Daniel S O Brien is a Representative of Northwestern Mutual Wealth Management Company®, (NMWMC) Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM, and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance), a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Daniel S O Brien is primarily licensed in New York and may be licensed in other states.

CA License: #0C04945

AR License: #1988024

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Daniel S. O'Brien, CFP®, CLU®

Wealth Management Advisor

Daniel S. O'Brien, CFP®, CLU®

Wealth Management Advisor

Personal

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Daniel S. O'Brien, CFP^®, CLU^®

Daniel S. O'Brien, CFP^®, CLU^®

Advanced Planning
Library