Daniel O'Brien
Professional Affiliations
  • Financial Planning Association ® (FPA®)
  • Loyola Club
Professional Credentials, Recognition, & Education
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • FINRA Series 7 and 24 Registrations
  • MBA – Loyola University Chicago
  • BA in Finance from Loyola University Chicago
"We simplify the complex."

Dan's passion for investing is matched by his ability to translate complex financial concepts into understandable talking points for his clients. Dan believes in evaluating risk from all angles and considering the potential "what if" scenarios that may arise. At Capital Advisors, he puts this disciplined approach to work as part of the firm's research team, developing innovative market strategies for clients.

"Meticulous preparation is key."

Dan is known for his attention to detail, including his ability to make data tangible. He spends a great deal of his time upfront assuring he has the right mix of products to create a solid portfolio. Then he uses this information to educate clients on their financial plan, so they can make strategic decisions that align with targeted financial goals.

"Catching the right wave."

People are often surprised to learn that Dan is an avid surfer – on Lake Erie. Timing, preparation and focus are essential parts of the sport, and that's especially true among the less-than-forgiving waters of Ohio's Great Lake.