Lauren O’Brien, CFP®, RICP®, CPA

Senior Wealth Advisor


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.

Education & Philanthropy

Lauren’s journey afforded her opportunities to work on three continents with several prestigious firms, including Wells Fargo Advisors, Bank of America Merrill Lynch and Deloitte. Fully bitten by the travel bug, she continues to enjoy travel, both locally and globally. She recently visited her 47th state, as part of a quest to see all 50 U.S. states, and she has traveled to six of the seven continents. Lauren’s journey led her to Old Town Alexandria, Virginia, where she currently lives. Committed to community, she founded Alexandria’s first exclusively community-focused TEDx program. She is active with her alma mater, the University of Notre Dame, focusing on programs encouraging empowerment and leadership development. She currently serves at George Mason University on the Financial Planning & Wealth Management advisory. FINRA’s BrokerCheck | 2B Supplement


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