Patrick O’Brien Named Freshman Five Award Recipient
CFG is proud to celebrate Financial Planner, Patrick O’Brien, who has been recognized by Massachusetts Mutual Life Insurance Company (MassMutual) as a Freshman Five Award recipient. This prestigious national honor recognizes five standout financial professionals affiliated with MassMutual for their achievements, including prior calendar year production.
Patrick earned this distinction through his dedication to helping individuals, families, and business owners gain financial clarity and confidence. His ability to educate and guide others through life’s most important financial decisions has made him a trusted partner to the clients he serves and a valuable presence within the firm.
Patrick offers a distinct perspective to his practice, shaped by years of experience in entrepreneurship, banking, and executive financial leadership. Patrick brings a strategic lens to planning, allowing clients to align their financial decisions with their goals and passions. At CFG, Patrick has built a practice centered on education, transparency, and long-term relationships, helping clients move forward with clarity and confidence.
“With his constant positive attitude and unwavering confidence, Patrick has been a regular source of coaching and guidance for his peers in the office,” said CEO, Eric Spindt.
His leadership and example haven’t gone unnoticed. This summer, Patrick took the stage among the industry's most accomplished professionals at MassMutual’s Leaders Conference in Montreal, a well-earned moment of recognition for the impact he’s making in his career.
At CFG, we believe personal fulfillment fuels professional excellence. When our advisors are empowered to build practices aligned with their values and are supported in leading meaningful lives beyond their careers, they bring unmatched energy and care back to their work. Patrick is a testament to that philosophy, and we are honored to have him on our team.
Patrick O’Brien is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202807-8941980