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Lauren O’Brien, CFP®, CPA

Senior Wealth Advisor


Lauren O’Brien is a Certified Financial PlannerTM professional, committed to helping her clients on their life journeys with thorough financial planning. She partners with clients to create a roadmap. She believes in building clients’ confidence in their financial decisions, and she is a strong proponent of ongoing financial literacy and education.

Education & Philanthropy

Lauren’s journey has afforded her opportunities to work in 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 46th state, as part of a quest to see all 50 U.S. states, and she has traveled to six of the seven continents over the last decade. Lauren is proud of her commitment to her community. She lives in Old Town Alexandria, Virginia, where she has been involved in various leadership roles and also founded Alexandria’s first exclusively community-focused TEDx program dedicated to the TED mission – ideas worth spreading – in the local community. She is active with her local alumnae community for her alma mater, the University of Notre Dame, focusing on programs that encourage empowerment and leadership development. She currently sits on the Financial Planning & Wealth Management advisory board at George Mason University to help develop the future advisors of the profession. FINRA’s BrokerCheck | 2B Supplement


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