About Kevin M. O’Brien

Kevin M. O'Brien CFP, AIF, CAPKevin M. O’Brien, CFP®, AIF®, CAP®, is founder and president of Peak Financial Services, Inc. Since 1986 he has strived to help hundreds of individuals and organizations reach their financial goals. He has published articles in local and national news media, including the Worcester Business Journal, U.S. News & World Report, Investopedia, and TheStreet.com. Kevin has sat on the board of governors for Tufts Medical Center and Reliant Medical Group Foundation, and is the past president of the Planned Giving Council of Central Massachusetts. A longtime member of the International Financial Planning Association, he is a corporator for the Worcester Community Foundation and the YWCA of Worcester, Massachusetts. Kevin lives in Massachusetts with his wife, Ree, and has two adult children, Kilian and Fallon.


Author Kevin O’Brien is an award-winning financial planner.

Forbes Councils

Five Star Professional

Women's Choice Awards

Professional and Board Affiliations

  • Institute of Certified Financial Planners
  • International Financial Planning Association
  • Board of Governors for Tufts Medical Center
  • Corporator, Greater Worcester Community Foundation
  • Corporator, Worcester YWCA