Kevin O'Brien author headshot

Kevin M. O’Brien

Founder and President, Peak Financial Services, Inc.

Kevin M. O’Brien is the Founder and President of Peak Financial Services, Inc. and the author of The Massachusetts Biotech Boom.


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

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 corroborator 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.

a guide for CEOs

The Massachusetts Biotech Boom

Keeping Your Wealth Intact

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…

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