--- title: "Scott OBrien | Financial Advisors" description: "Scott OBrien at WorthPointe Wealth Management. A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience, Scott helps to coordinate…" url: https://financialadvisors.com/advisors/scott-obrien/ --- [← Back to Advisors](https://financialadvisors.com/advisors/) ![Scott OBrien](https://financialadvisors.com/wp-content/uploads/2023/06/2104171618684049BusinessPhoto2copy.png) # Scott OBrien WorthPointe Wealth Management investment Certified Financial Planner Email Advisor [Schedule Intro](http://calendly.com/scottobrien-worthpointe) Link Copied! ## About A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience, Scott helps to coordinate his clients’ financial lives and assist them in making smart decisions within the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning. He also is an Enrolled Agent which allows him to practice in front of the IRS on tax matters. From 2015 through 2021, Scott was honored as a Five Star Professional Wealth Manager by Texas Monthly Magazine. Out of several thousand advisors, he was among an elite to be selected for his years in the industry, clean regulatory card, client retention, education, and professional designations. Scott’s career in finance began in 1982 at an east coast-based brokerage firm. He has worked as a financial planner for a small boutique CPA firm and as a wealth manager for a large Registered Investment Advisory. He is the past Chairperson for the Texas Study Group of the National Association of Professional Financial Advisors. Working for WorthPointe aligned strongly with Scott’s values, as he believes in putting the interests of his client first and customizing financial plans to each client. Scott enjoys sharing his knowledge and experience, and he has taught classes on investments and financial planning for community education programs and is available for speaking engagements. He has also spoken at presentations for 401(k) clients. Scott’s an active writer in the field, and authored the e-book _Evidence Based Investing_, which separates investing fact from fiction using data from academic studies. Along with his esteemed colleagues, Scott co-authored WorthPointe’s essential, groundbreaking manual, _Surviving to Thriving: A Financial Resource for Divorcees and Widows_. His insightful quotes appear in numerous publications, including The Wall Street Journal, US News & World Report, Money Magazine, MainStreet.com, and Investopedia.com. Scott dedicates much of his free time to volunteering for meaningful causes. He is the immediate past President of the Board of Directors at Susan G. Komen Greater Central and East Texas and has been a volunteer and board member for the Center for Child Protection. A big fan of active recreation, Scott proudly played point guard for his high school basketball team, which won the New England Basketball Championship, beating the 7th ranked team in the country. These days, he enjoys swimming, running, and playing erratic golf. ## Firm Information ![WorthPointe Wealth Management logo](https://financialadvisors.com/wp-content/uploads/2023/06/2104191618845765logo-png.png) Firm WorthPointe Wealth Management Position Wealth Manager Agency Type ria Firm CRD# 143996 About Firm We are not tied down or distracted by product and portfolio options that may not benefit you. In short, WorthPointe and its advisors are fiduciaries. Your WorthPointe financial advisor is able to focus on you — to create a custom solution uniquely designed to fit your needs. As life continues to shift and grow, you receive valued financial advice to help prepare for the milestones ahead and sidestep financial blunders. Our WorthPointe 360 dashboard allows you to take your financial peace of mind wherever you go. All investments, accounts, insurance profiles, credit cards, important documents — the list goes on — are readily accessible 24/7 around the globe. Meanwhile, we proactively coach and monitor you as you move toward your goals. Firm Location ## Professional Details Advisor CRD# 1236835 Fiduciary Yes — acts in your best interest Compensation Assets Under Management (AUM) Designations Certified Financial Planner Licenses Series 65 ## Practice Focus Specialties - Financial Planning 20% - Investment Counseling 20% - Retirement Planning 20% - Stock Options / Special Stock 20% - Wealth Management 20% Preferred Client Type - Other 100% ## Education Previous Work Experience **Creative Planning** ### Contact Information Email Advisor Thanks! Your message has been sent. [(512) 595-6554](tel:5125956554) Address 6836 Bee Caves Rd, Austin, TX 78746, USA ### At a Glance Founded 1998 ### Links [Website](https://www.worthpointeinvest.com/) SEC Form ADV Not provided Form CRS Not provided [BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/1236835) ### Connect [LinkedIn](https://www.linkedin.com/in/scottobrien2/?skipRedirect=true) --- Source: https://financialadvisors.com/advisors/scott-obrien/ Site index for AI agents: https://financialadvisors.com/llms.txt Agent directory: https://financialadvisors.com/agents.json