Kelley O’Brien, CFP®, CPA
Senior Associate Wealth Advisor

Request an Appointment | Office Information

Kelley O’Brien is a Senior Associate Wealth Advisor at Beacon Pointe Advisors Philadelphia and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kelley spent twelve years in both public accounting and in-house accounting roles, and specialized in serving tax-exempt organizations including universities, healthcare systems, and other mission-based organizations. Kelley holds a B.S. in Accountancy and a Master of Taxation from Villanova University, and is a CPA licensed in Pennsylvania. Outside of the office, Kelley enjoys cooking, painting, and hiking with her dog, George.