Kerry O'Brien is a Certified Financial Planner, fitness enthusiast, and hockey mom. She is passionate about helping others gain and maintain financial clarity, fitness, and freedom. Kerry created BeingFIT Financial after 15 years working in the financial services industry, where she gained exposure to how the best (and worst) financial firms serve their clients and how they get paid.
BeingFIT Financial is a Financial planning, Investment Management, and Tax preparation firm. Clients may choose to work with BFF for a short-term planning engagement, or for a monthly fixed fee. Specialties are values-based investing, elite college planning, tax management, and money mindset. No investment minimums. No commissions. Always a fiduciary.