Kerry O'Brien, CFP®, EA

Kerry founded BeingFIT to deliver what most financial advice lacks:

• TRUE INTEGRATION Planning, investing, and tax strategy—aligned into one disciplined system designed to create and preserve wealth.

With two decades of experience inside major financial institutions, Kerry built deep expertise in investment strategy, tax planning, retirement income design, and complex financial decisions. She later advised financial professionals nationwide, reviewing and refining thousands of financial plans for accuracy and strategic edge.

Today, Kerry works with a select group of clients who value clarity, coordination, and results. Her approach focuses on aligning every financial decision—from investments to equity compensation to retirement income—into a cohesive, tax-aware strategy.