Shane O’Brien

Financial Consultant

Shane O’Brien serves as a Financial Consultant for RAA. Shane rejoined RAA in 2021 after working in numerous capacities with RAA from 1998 to 2007. In prior roles at RAA, Shane served as a Relationship Manager as well as a Financial Consultant and Wealth Advisor, counseling clients on their retirement needs. In between his stints at RAA, Shane spent almost 13 years at Fidelity Investments in various leadership roles working with registered investment advisory and broker-dealer clients. Shane has responsibilities for working with the broad organization to introduce RAA’s service, capabilities and expertise to potential clients. Shane holds a BS in Finance from The University of Arizona.