Michael O’Brien of BMM Becomes Chartered Retirement Planning Counselor

DALTON — Berkshire Money Management (BMM) announced that Financial Advisor Michael O’Brien has earned the chartered retirement planning counselor (CRPC) designation, further strengthening the firm’s ability to support clients as they approach retirement with confidence.

The CRPC designation focuses on real-world retirement strategies, income planning, and the key decisions individuals face as they transition into their next chapter. Known for his calm, approachable style, O’Brien helps clients cut through financial noise and focus on clear, practical planning.

“I pursued the CRPC because retirement isn’t just about numbers; it’s about helping people feel confident in the choices they’re making,” he said. “This training allows me to better guide clients through income planning, risk management, and the real-life decisions that shape a secure and fulfilling retirement.”

O’Brien works closely with hardworking savers — especially nurses, business owners, and tradespeople — to help them see their best-case scenarios while protecting against unnecessary risk. His collaborative approach emphasizes transparency, clarity, and long-term confidence.

He joined BMM as a financial paraplanner and junior advisor in 2024. He holds a bachelor’s degree in communications with a minor in Spanish from Massachusetts College of Liberal Arts, and is also a licensed property and casualty insurance agent.