Brian P. O'Leary RICP®
Founder
Brian O’Leary is the founder of Semper Financial Group, LLC, a veteran-owned practice he founded 2017. He works with a wide variety of clients including medical professionals, business owners, executives and young families. Brian enjoys helping people figure out the balance of enjoying and spending money now while making sure to save enough to protect their future later. Brian is a problem-solver who takes a holistic approach with financial planning and protection. When he’s working with a client, he takes his time learning about them, their goals, their concerns, and their risk tolerance so that he can make recommendations that are in alignment with who they are and what they are trying to achieve. Every step of the way, he asks himself what he would suggest if it was his parents or best friends sitting in front of him, and that’s what his recommendations are based on with every client.
Prior to founding Semper Financial Group, Brian was a Partner at New York Life Boston G.O. In addition to having over 20 years in various aspects of financial services, because of the ever-changing landscape of finance, Brian continues to hone his knowledge, most recently at the American College of Financial Services where he has earned his designation as a Retirement Income Certified Professional (RICP®).
Brian enjoys speaking to large and small groups throughout Massachusetts on topics such as basic finance, retirement planning, income tax strategies*, estate planning and charitable giving strategies.
When he’s not at work, Brian enjoys spending as much time as possible with his wife, Donna, and their sons, Connor, Tyler and Devin. Brian also enjoys golfing and going on weekly hikes with his wife. He volunteers much of his time in helping veterans, both within organizations and informally.
