Broker Check
William O'Brien

William O'Brien

Financial Planner | Investment Advisor Representative

As a team, we offer over 50 years of combined experience in the financial industry, accessibility and concepts to give you quality service that will help provide financial security for you and your family.  We understand the importance of preparing now for your financial future. 

We are known by our clients for our knowledge, guidance,  service as well as compassion.  We will guide you through the process of creating a financial strategy and ensure that it is properly implemented and maintained. Creative Financial Strategies is dedicated to providing you with complete financial solutions, specifically focused on individuals, families and business owners to help achieve financial security and freedom. 

Our team approach provides you with complete financial resources, and we will create an integrated and customized solution to help fulfill all your financial goals and objectives. 

You benefit from the commitment, experience and personal focus of our team, combined with the financial strength, stability and industry leading solutions provided by Independence Wealth Partners.  Independence Wealth Partners has a history of making innovative contributions and building programs that help strengthen our communities. 

Our strong spirit of voluntarism is an integral component for building life long relationships and staying connected with you as a community member.  Our firm is deeply involved in projects for financial literacy, education, youth programs,  women’s initiatives, and cultural activities.

I graduated with a BS in Business Management from Widener University. I have been in the financial industry since 2004. My professional background includes working in various leadership positions in management at First Investors, as well as forming a partnership with 3 other professionals and 5 junior associates.

QUALIFICATIONS

  • 12 years of experience in the financial industry
  • Licensed to sell in life, health, variable and property and casualty in NJ, PA, NY, FL
  • FINRA 6, 63, 65, 26, 51

PERSONAL

  • Recently moved back to New Jersey with my wife, Kristin and children, Aiden and Shane

HOBBIES

  • Family activities, sports, and fitness