Sally P. O'Brien
CPA Firm Partner, O'Brien and Associates CPA
Sally P. O'Brien is a CPA and a partner at a leading accounting firm, specializing in tax planning and compliance.
Cited In
1 Article
Financial Technology (FinTech)
Is Agentic AI About to Make Financial Advisors Redundant — or Create a Liability Gap Nobody Has Figured Out How to Close?As agentic AI systems grow sophisticated enough to rival human financial advisors, the industry faces a split: is this the democratization of financial planning, or the opening of a liability gap no one has figured out how to close? Michael Kitces, Carl Richards, and Sally P. O'Brien debate whether AI complements human advisors or quietly creates risks the industry isn't ready to answer for.