Greg O'BrienB. Comm, CFP®, CLU®

Financial Planner

Greg is a Business Commerce graduate from Memorial University who began his career as an advisor with a major insurance company before joining the Dunphy Molloy team in 2013. With a focus on continuing education, Greg has earned the financial planning industry designations, Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®). Greg thrives on helping his client’s problem solve and plan. He provides advice in the six main areas of financial planning: retirement planning, estate plans, tax planning, budgeting and cash flow management, income protection and risk assessment, and investing. He is mutual funds and life, accident and sickness insurance licensed and owns a group insurance and retirement business called Hive Group Benefits.

 

Greg and his wife Kim have two sons, Theodore and Nolan, and have always treated their dog Stafford as their first born! They enjoy taking the crew out for a hike on the East Coast trail or up to the family cabin on the Southern Shore. Greg’s other interests include cooking, building his vinyl record collection, strategizing in fantasy sports and poker, travel, and taking in concerts and sporting events.