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Christina O
CFP®, Series 63
Owensboro, KY
Beacon Asset Management
Christina O'Bryan is a CFP® professional with 15 years of industry experience, operating Beacon Asset Management in Owensboro, KY. She has led her independent firm since 2000. Outside of advising, she serves on several boards related to rural water finance and local water districts, and she owns American Tax Service LLC, a tax preparation and bookkeeping company. Beacon Asset Management provides financial planning, investment supervisory services, and pension consulting to individuals, trusts, corporate entities, and nonprofit organizations. The firm employs a fundamental analysis approach with individualized asset allocation and primarily non-discretionary account management.
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