Kerry O'Brien, CFP®, EA

Hi, I’m Kerry O’Brien, founder of BeingFIT Financial. I help professionals and retirees make better financial decisions by bringing financial planning, investing, and tax strategy and filing together for one flat fee. 

I’m a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent (EA) with the IRS. My background in both financial planning and tax allows me to look closely at how decisions in one area affect the other, so you can make the most of what you’ve earned and saved.

Many of my clients come to me because they’re concerned about taxes, approaching retirement, navigating a job change or equity compensation, or feel like their investments, tax planning, and financial plan aren’t working together. I help them connect the dots, understand their options, and make decisions with the bigger picture in mind.

I’m also developing a specialized service helping Americans living in Greece navigate U.S. tax obligations, investments, and financial planning while living abroad. Having spent time in Greece myself, I’m interested in helping people make that transition while optimizing their US investments and tax strategy.