Kerry O’Brien, CFP® BeingFIT Financial

About Kerry O’Brien, CFP®

Kerry O’Brien is a CFP® and Founder of BeingFIT Financial (BFF). Her mission is to help people gain and maintain optimal financial fitness — and to support living with overall wellness and intention. Her firm offers programs for all stages of wealth, and allows clients to choose the program that best matches their personality and competencies. Financial Planning is the core service, along with Investment Management and Tax Preparation. BFF also hosts Wealth and Wellness Events.

Prior to creating BeingFIT Financial, Kerry spent over 15 years working for large financial firms, during which time she specialized in insurance, retirement products, investments, and financial planning. Kerry’s most valuable experience came from her work as a Financial Planning Consultant to financial advisors across the country, serving a variety of markets and planning needs.

While she gained valuable professional experience and perspective – personally Kerry grew very overwhelmed and stressed trying to balance all the elements of day-to-day existence. She discovered how HARD it is to work full-time, advance a career, AND be a good mom.

What unfortunately happened is that all the healthy habits (and social life) that she cherished from her 20’s, living beach-side in Southern California — like hitting the gym, good nutrition, yoga, practicing mindfulness — all went out the window.

Now, she is dedicated again to nurturing her whole self, and has created BeingFIT Financial with the intention to help other like-minded and ambitious people on their path to optimal wellness.

BFF’s Financial Planning Philosophies are:
1. Your Why and Values before your Numbers.
2. Guidance on ALL aspects of your Financial Life.
3. Freedom to use (or don’t) our Investment Management options.
4. Compassionate and Judgement Free Zone.

Financial Planning Fitness programs are available as short-term engagements and designed for entry-level planning needs. BeingFIT Personal Advisory Services are for busy professionals, who desire a long-term Financial “Co-Pilot”, and include financial planning, investment management, and tax preparation for a monthly (or quarterly) flat-fee. Additionally, Game-Plans are an option for special financial goals, or occasional professional assessments for DIY individuals.

Plus, through events and communication, BFF supports financial wellness as well as additional dimensions – by showcasing experts and tips in areas such as physical, emotional, social, intellectual, spiritual, occupational, and environmental wellness.

When she is not working, Kerry is spending time with her 9 year old daughter, at the hockey rink, lifting weights or practicing yoga.

Contact this advisor

Ideal Clients

  • Coronavirus Relief
  • Family Financial Planning
  • Holistic Financial Planning
  • Personal Growth & Development

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo
  • Quarterly Fee: $900+/qtr
  • Flat Fee: $700+/engagement
  • AUM: 0.70%

SEC Records

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