Scott O’Brien, CFP®

Scott is a Partner, Senior Wealth Advisor based in the Beacon Pointe Austin, TX office with more than 25 years of experience in financial services. He works closely with clients to coordinate their financial lives and make informed decisions across investment management, retirement planning, insurance strategies, tax minimization, and estate planning. Scott began his career with an East Coast-based brokerage firm and later served as a financial planner for a boutique CPA firm and as a wealth manager for a large, registered investment advisory firm. Prior to joining Beacon Pointe through the 2026 acquisition of WorthPointe, Scott advised clients at WorthPointe, where he focused on putting clients’ interests first and developing financial plans tailored to their individual needs and goals. He is a past Chair of the Texas Study Group of the National Association of Personal Financial Advisors and is a CERTIFIED FINANCIAL PLANNER® professional.

Scott enjoys sharing his financial knowledge and has taught community education courses on investing and financial planning, delivered presentations to 401(k) plan participants, and participated in speaking engagements. He authored the e-book Evidence-Based Investing, which uses academic research to distinguish investing principles from common misconceptions, and co-authored Surviving to Thriving: A Financial Resource for Divorcees and Widows. Scott has also been quoted in numerous publications, including The Wall Street Journal, U.S. News & World Report, Money Magazine, MainStreet.com, and Investopedia.

Beyond his professional work, Scott has served as President of the Board of Directors for Susan G. Komen Greater Central and East Texas and as a board member for the Center for Child Protection. An avid sports enthusiast, he played point guard on his high school basketball team when it won the New England Basketball Championship. Outside the office, Scott enjoys swimming, running, and playing the occasional round of golf.