Kevin M. O’Brien

Founder and President, Peak Financial Services, Inc.

Kevin M. O’Brien, CFP®, AIF®, CAP®, is founder and president of Peak Financial Services, Inc. Since 1986 he has strived to help hundreds of individuals and organizations reach their financial goals. He has published articles in local and national news media, including the Worcester Business Journal, U.S. News & World Report, Investopedia, and TheStreet.com. Kevin has sat on the board of governors for Tufts Medical Center and Reliant Medical Group Foundation, and is the past president of the Planned Giving Council of Central Massachusetts. A longtime member of the International Financial Planning Association, he is a corporator for the Worcester Community Foundation and the YWCA of Worcester, Massachusetts. Kevin lives in Massachusetts with his wife, Ree, and has two adult children, Kilian and Fallon.


The Massachusetts Biotech Boom

Publication Date: April 2019

The biotech revolution in Massachusetts is about more than clearing away eyesores of decaying structures and replacing them with gleaming new buildings. It has been a tremendous generator of new companies, jobs, hope, and wealth. Biotech has helped to replace stagnant business models with dynamic new ones.

In his book, The Massachusetts Biotech Boom, author Kevin M. O’Brien, CFP®, AIF®, CAP®, documents the general history and celebrates the milestones and breakthroughs of the Massachusetts biotechnology industry. O’Brien identifies the entrepreneurial and executive career opportunities within the biotech space while identifying and clarifying the risks that persist to this day, both generally and specific to the industry in Massachusetts.

O’Brien presents a comprehensive five-step wealth management process, designed for you to enjoy, enhance, protect, and ultimately transfer your wealth efficiently and effectively. Illustrating a path to navigate one’s career and business exploits toward a successful exit, O’Brien provides you with a clear view of the biotech industry landscape to show you ways of designed to benefit from the boom while striving to remain aware of the risks, and aimed to grow and keep your wealth intact.

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