NAPFA Fall 2021 National Conference Speaker

Dave O’Brien is a principal and founder of EVOadvisers, a Fee-Only financial planning firm based in Richmond, Virginia. Dave is a commissioner of the CFP Board Sanctions and Fitness Commission and served as the 2019-20 chair of the National Association of Personal Financial Advisors Board. He represented NAPFA to the Financial Planning Coalition from 2014-2020 as chair of NAPFA’s Public Policy committee. Dave has also served on the NAPFA South Region Board, numerous NAPFA and CFP Board working groups and as president and chair of FPA of Central Virginia from 2011-12.

After 18 years with several GE businesses he developed experience in business and financial management on a global basis. In 2006, he launched O’Brien Financial Planning, a Fee-Only Registered Investment Advisory and Financial Planning firm that became EVOadvisers in 2016. Dave has appeared in The New York Times, Bloomberg, InvestmentNews, Kiplinger’s, MarketPlace Radio and other publications. He’s a frequent speaker at professional conferences. Dave earned a BA and an MBA from the University of Richmond, and a Certificate in Financial Planning from Virginia Commonwealth University.