Berkshire Money Management Employee Becomes Chartered Retirement Planning Counselor
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DALTON, Mass. — Berkshire Money Management (BMM) announced that Financial Advisor Michael O'Brien has earned the Chartered Retirement Planning Counselor (CRPC) designation.
The CRPC designation focuses on real-world retirement strategies, income planning, and the key decisions individuals face as they transition into their next chapter.
"I pursued the CRPC because retirement isn't just about numbers; it's about helping people feel confident in the choices they're making," said O'Brien. "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 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, stated a press release.
O'Brien joined BMM as a Financial Paraplanner and Junior Advisor in 2024. A lifelong resident of Pittsfield,he holds a B.A. in Communications with a minor in Spanish from Massachusetts College of Liberal Arts and is also a licensed Property and Casualty Insurance agent. O'Brien enjoys time with his family, traveling, concerts, and staying active with Jiu Jitsu and golf.
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