Kerry O'Brien, CFP®

Personal Finance Experience

Kerry started BeingFIT Financial because she felt financial services for everyday families were lacking at best, filled with conflict of interest at worst, and more importantly, missing the big picture. She knew she could do better and decided to create a modern financial services firm to help people of all stages of wealth with their financials, investments, and tax preparation.

Prior to founding BeingFIT Financial, Kerry spent more than 15 years working for large financial firms, specializing in retirement, investments, cash flow, insurance, business, estate, employee benefits, and tax. She is a certified financial planner (CFP®).

Kerry served as a financial planning consultant to financial advisors, where she created and reviewed thousands of financial plans for optimal strategies and integrity. She also provided financial education and consulting to financial advisors located at various institutions across the country.

Now Kerry focuses her energy on providing clients with holistic financial planning advice and educating the public in financial and tax planning, as well as money mindset, the current college landscape, and aligning investments with values. Kerry is a fitness advocate and loves meeting new people and learning about their money stories and fitness journeys.