About Me

My name is Pablo O'Brien.  I am a licensed California Fiduciary and a National Certified Guardian.  I am also a fourth-generation Bay Area native with extensive ties to the community.  After graduating with an MBA in Finance from UCLA, I've worked as a Silicon Valley executive for most of the past 30 years, with a brief stint in the Peace Corps as a small business advisor.  I've seen within my own family how older adults can become vulnerable to unscrupulous players.  Since then, I've been involved in trusts and money management, listening to and guiding family members through life's transitions.  My job is to help my clients navigate their financial challenges.

Education

  • MBA (Finance), UCLA Anderson School of Management
  • Professional Fiduciary Management Certificate, California State University at Fullerton


Licensing

  • California Fiduciary License Number 1200
  • National Certified Guardian (Certification Number 13541)


Professional Associations

  • Member, Professional Fiduciary Association of California
  • Member, National Guardianship Association


Other

  • United States Peace Corps Volunteer (Small Business Advisor)
  • 30 years as a technology executive (LinkedIn profile)
Contact