Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
David L. O’Brien began his financial career in 1988 as an agent of Massachusetts Mutual Life Insurance Company (MassMutual Pittsburgh). A graduate of The Citadel, David also earned an M.A. in Rehabilitation Counseling from Southern Illinois University, an M.A. in Business Administration from Webster University and earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.
David and his wife, Jeanie, reside in Mars, PA. David is an avid golfer and enjoys reading and traveling. David is a member and past President of the Rotary Club of Cranberry Township – Sunrise and a volunteer for the Butler County Humane Society.
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