Thomas O'Brien, CFP
Vantage Wealth Management LLC
Certified Financial Planner in San Mateo, CA
Address:66 Bovet Rd Ste 310
San Mateo, CA 94402
About Thomas O'Brien
Thomas O'Brien is a financial professional at Vantage Wealth Management LLC located in San Mateo, California. Thomas O'Brien holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Thomas O'Brien provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Thomas O'Brien66 Bovet Rd Ste 310
San Mateo, CA 94402
Phone Number:
Click to Show
Website:
http://www.vwmgmt.com
More Certified Financial Planners
Looking for a financial advisor located near San Mateo, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.