Vincent O'Brien, CLU®

Get to Know Vince:

What is the best advice you have ever received?

If it Sounds Too Good to be True, it Probably isn't"......(.advice received from a client)

Why do you do what you do?

I really enjoy Helping Clients reach their Long-Term Financial Goals......and have been around long enough to see it actually happen.

 What do you feel most grateful for in your life?

 My Family, my Friends, and my Clients.

 What do you love most about being part of Personal Wealth Strategies?

I am part of a Great Team of experienced Financial Professionals who are Positive and Highly Motivated, and whose Integrity continually place the needs of the Clients first in every situation.

 About what are you passionate?

Coaching Clients and Athletes to achieve their Maximum Potential...I have been doing both for over 40 years.

What is the best book you have ever read?

Wow... Too Many but to name a few.... Rich Dad, Poor Dad,  The Millionaire Next Door,   How I Raised Myself from Failure to Success

Who had the greatest influence on your life and why?

The Coaches and Mentors I have had from the early stages of my Life in Athletics and in Business, and who I continue to confide in to this Day.

Professional Biography:

Vince joined the industry in 1979 on a part-time basis, while still involved as a very successful educator and a coach of football and wrestling at Fort Lee High School. He is a member of the Fort Lee High School Athletic Hall of Fame, New Jersey Region II Wrestling Hall of Fame, and a multiyear Coach of the Year in both sports. He was also recently inducted into the NJ Scholastic Coaches Hall of Fame.  In 1980, Vince left education to pursue his financial advising passion on a full-time basis.

Since devoting his time completely to the financial industry, Vince has held several leadership roles.  Vince has received numerous industry awards, including several GAMA National Management Awards (Platinum, Gold, Silver, and Bronze) and National Association of Insurance and Financial Advisors (NAIFA) National Quality Awards from 1988-2005 for his successful career in agency management.  Vince is a 37 year Qualifier for the Million Dollar Roundtable*.  Today, Vince dedicates all his time to his existing clients and their referrals.  

Vince's educational background includes a B.A. degree in Business Education and M.A. in Administration. Vince completed his CFP (R) training at the College for Financial Planning in Boulder, CO in 1986.  He has also earned a professional designation as a Chartered Life Underwriter, as well as having completed and taught courses in Estate Planning, Business Insurance, and Investments. Vince currently holds FINRA Series 6, 7, and 24 registrations.

A resident of Spring Lake, New Jersey, Vince and his wife Janis also enjoy spending time in Florida, especially with their two adult children and two grandchildren. His hobbies include motorcycling, animal rescue, travel, charitable endeavors, and continued support of the sport of wrestling.

* Qualifying membership in the Million Dollar Roundtable (MDRT) is based on minimum sales production requirements and gross business generated within a year.  MDRT members must also adhere to strict ethical standards