Tom O'Brien, CFP®

Tom O'Brien, CFP®

Phone: 800-350-4500 ext 375
Fax: 650-341-1449
E-mail:

CA Insurance License # 0G22627

To empower my clients to help achieve their financial goals and to become a financial services resource for the community.

Tom has a BA degree from UC Santa Barbara, including one year spent abroad at the Universitat Autónoma de Barcelona. He immediately went on to earn an MBA from Thunderbird; The Garvin School of International Business Management, a national leader in its field of international business.
Drawing from professional experience in the healthcare, biotechnology and high-tech industries, Tom’s strengths come from extensive client service and project management responsibilities.

Residence: San Francisco, CA
Hometown: Half Moon Bay, CA
Interests: Athletics, International Relations and Travel


*Registered Representative and Investment Advisor Representative
Securian Financial Services, Inc., Securities Dealer
Member FINRA/SIPC
SGC is independently owned and operated.