Alan O'Brien

Alan is a dedicated Wealth Advisor | Client Relationship Manager at Nicola Wealth, where he focuses on providing exceptional financial advice and service to meet clients’ needs.

Since joining Nicola Wealth in 2013, Alan has held various positions within the company, including Portfolio Trader and Private Wealth Leadership, where he honed his integrated planning expertise. Prior to joining Nicola Wealth, he worked in the corporate trust department of a global banking and financial services holding company.

Alan has earned several certifications, including the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations, as well as the Life License Qualification Program (LLQP) certification. He earned his Bachelor of Economics and Finance and Master of Business Studies with First Class Honours from the Waterford Institute of Technology.