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Deerfield- 520 Lake Cook Rd

Eric O'Brien

CFP®, AEP®

Senior Wealth Planner

520 Lake Cook Rd, Suite 520
Deerfield, IL 60015

Eric O'Brien

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Eric O'Brien

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • AEP® – Accredited Estate Planner®

About Eric

Eric works with clients to provide a comprehensive understanding of their financial situation while advising them on how to best achieve their short- and long-term financial goals.  He enjoys working in a team-based environment that is centered around acting in the best interest of the client. 

Eric joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). Earlier in his career, he worked as a financial planner at BMO and Fifth Third Bank.  He began his career as an investment advisor at MB Financial and, ultimately, transitioned into a dedicated financial planner, as his interests shifted toward helping clients mange their entire financial picture. 

Outside the office Eric enjoys spending as much time as possible with his wife and two kids, as well as their family and friends, including trips up to the Northwoods of Wisconsin or their family lake house on Lake Carroll.  He also loves reading, especially on all things about history.

Education and Professional Milestones 
-Illinois Wesleyan University – bachelor’s degree in business administration 
-DePaul University Kellstadt Graduate School of Business – master of business administration 

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