About Me

Christopher “Chris” O’Brien is an associate of Cole Wealth Management, LLC. Since 2005, Chris has focused his energy on Investment Management and Retirement Planning, working with families to achieve their definition of Financial Freedom. He builds lasting client relationships through dedication, communication, determination, and trust.

Outside the office, Chris enjoys spending time with his family, golfing, hiking, coaching and traveling. As a coach for the Cactus Foothills Little league, Chris has aspirations to further his teams winning record (38-2) and help form today’s children into tomorrow’s responsible adults.

Prior to joining Cole Wealth Management, LLC, Chris spent 4 years as a Financial Advisor with American Express Financial Advisors.

Education

Chris holds a Series 65 license with the National Association of Securities Dealers and is Licensed as an Insurance Agent with the State of AZ. Chris earned his B.S. Degree in Business from Arizona State University and his Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning in 2007.