Broker Check

Service After The Sale Is The O'Brien Agency Difference

The O'Brien Agency has been licensed in California since 1975. We are an independent brokerage, which allows us to offer our clients independent insurance solutions.

Insurance can be purchased just about anywhere today but the service which our clients receive after the sale is why they continue to do business with our agency year after year.

Experience and ethics count. We give people and their insurance needs the respect and personal attention they deserve. O'Brien Insurance was named Santee California's Small Business of the year for 2004-2005 in recognition of our service to clients and the community.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

Professional Associations & Affiliated Chambers of Commerce

California Association of Health Underwriters - Info about latest insurance issues/legislation

National Association of Health Underwriters - Consumer advocacy and legislative information

Society of Financial Service Professionals - Dedicated to excellence, professionalism and ethics

Santee Chamber of Commerce

Lakeside Chamber of Commerce

Poway Chamber of Commerce  

Alpine Chamber of Commerce 

San Diego East Visitors Bureau - Helpful information for travelers visiting the East County.

Rotary International  

Rotary District 5340

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