personimage

Tom O'Brien, CFP

Vantage Wealth Management, LLC

Certified Financial Planner in San Mateo, CA

http://www.vantagewealthmgmt.com

Address:
66 Bovet Rd, #310
San Mateo, CA 94402
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Tom O'Brien

Tom O'Brien is a financial professional at Vantage Wealth Management, LLC located in San Mateo, California. Tom 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

Tom 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:

Tom O'Brien
66 Bovet Rd, #310
San Mateo, CA 94402

Client Reviews

0 Reviews for Tom O'Brien

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.