I am a licensed Financial Services Professional at Oladipo Wealth Management, a financial planning and investment management firm.I have over 20 years of experience in the financial services industry, previously as a Branch Manager, Investment Consultant and Home Mortgage Consultant with Wells Fargo, working with a variety of clients, from individuals to businesses, to help them achieve their financial goals. What I love most about my role is building relationships with my clients; understanding their needs and providing comprehensive solutions and strategies to their specific needs while maintaining the highest level of professionalism and care. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Retirement income solutions• Estate strategies• Employee benefit and retention services • Business continuation strategiesI have MBA with an emphasis in Finance from Pepperdine University. I'm a California native and now live in Long Island, New York. Away from the office, you can find me traveling, working out and spending time with family and friends.