New financial services firm to provide full range of services, from investment planning and management, to retirement, tax and elder care planning.
EightPoint Financial has announced its launch as a financial services firm based in the North Hills of Pittsburgh. Led by founder and financial advisor Tim O’Brien, CIMA®, EightPoint Financial is a boutique financial services practice, driven by clients and its EightPoint Planning Process™.
Services include: financial planning; cash flow analysis; investment planning and management; retirement planning; tax planning; comprehensive insurance planning; advanced estate planning; and elder care planning.
O’Brien is a Certified Investment Management Analyst, CIMA®, who started his career at Federated Investors, where he collaborated with advisors and institutional investors to build risk-adjusted portfolios and develop goal-based investing strategies. After several years as a top-performer at Federated, Tim transitioned into the role of financial advisor for individuals and families at TD Ameritrade, again, achieving national prominence within the company’s advisory ranks due to his commitment to clients. More recently, he has provided financial advisory services to his loyal client base as part of a local firm in the North Hills.
“The greatest opportunity of launching EightPoint Financial is having the flexibility and the resources to offer customized financial planning services to clients on their terms,” said O’Brien. “Having over a decade of experience at various levels of the financial services sector, and having been through some of the best and the most challenging cycles in the economy, we’re optimistic about what we can achieve going forward. Whether it’s a young investor just starting out, someone who is nearing retirement, or someone who is in retirement, we have the tools and strategies to help.”
O’Brien’s EightPoint Planning Process is centered on: cash flow, client life goals, client financial goals, customized portfolios, education and engagement with clients, effective tax strategies, healthcare and needs planning, and estate planning.
O’Brien earned his bachelor’s degree, cum laude, from Duquesne University. He earned his Certified Investment Management Analyst CIMA® designation, and he holds FINRA Series 7 and Series 66 securities registrations along with Life, Accident and Health Insurance licenses.
He is active in his community as a member of the Cranberry Sunrise Rotary and a member of Toastmasters International.
About EightPoint Financial
EightPoint Financial is a local independent financial services practice that places transparency and its client's best interests before all else. It is driven by clients and its EightPoint Planning Process. Services include: financial planning; cash flow analysis; investment planning and management; retirement planning; tax planning; comprehensive insurance planning; advanced estate planning; and elder care planning. For more information, visit EightPointPlan.com
Disclosures:
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. EightPoint Financial LLC., and Cambridge are not affiliated.
EightPoint Financial is an SEC Registered Investment Advisor. EightPoint Financial is not affiliated with or endorsed by the Social Security Administration or any government agency.
# # #