William J. O’Brien

Years Experience:
  • 19

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3624

Email: wobrien@sfr1.com

Bill resides in Rockaway N.J. with his 4 children and his wife Karen. His personal interests include outdoor activities such as fly fishing and hiking.


Specialization

  • Comprehensive Wealth Planning for Wall St. Professionals
  • Investment/Tax Analysis and Money Management
  • Risk Management and Insurance Structuring
  • Retirement and Asset Projection Analysis
  • Sophisticated Estate Planning and Gifting Strategies
  • Corporate Benefit Analysis

Business Experience

  • Since 1993, Bill has focused on, and specialized in, the specific needs and concerns of highly compensated Wall Street professionals.
  • His 18 years of exclusive market focus has made him uniquely able to address these concerns while bringing an experienced financial perspective to his clients.
  • Bill has also been instrumental in the design of various analytical tools specific to this marketplace.