Oswaldo Gomez , Cfp® Email & Phone Number

Oswaldo Gomez is a CERTIFIED FINANCIAL PLANNER™ Practitioner with Pillar Wealth Strategies. Oswaldo has extensive experience helping clients make educated decisions regarding their finances. Working with a team of tax professionals, legal advisors and investment analysts, Oswaldo and his associates provide comprehensive, innovative solutions to fit the financial needs of Pillar Wealth Strategies clients. Oswaldo has built his client-base largely through client introductions and financial professionals, most of whom are Latino Business Owners,Highly-Compensated Executives and Individuals ready to retire. Through Oswaldo's affiliation with Lincoln Financial Advisors, Oswaldo is able to identify and develop creative planning strategies in the areas of personal growth, asset management, wealth protection and estate transfer."My financial planning process is designed to help my clients organize and prioritize their financial matters, and gain a better understanding of their options. This process allows them to make informed decisions about their future."​ The key to Oswaldo's process is the commitment he and his team make to take the necessary steps to help each client achieve their written goals. Oswaldo values openness and honesty and displays those qualities with his clients, giving them professional recommendations and technical assistance needed to help them achieve their goals.Oswaldo holds a Bachelor of Science Degree in Business Administration from California State University, Long Beach. Oswaldo has continued his career related education and has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ Practitioner.In addition to his professional and academic pursuits, in his free time he enjoys golfing, soccer, traveling, riding horses, working out and spending time with his wife. Oswaldo was born and raised in the greater Los Angeles area.

Listed skills include Estate Planning, Retirement Planning, Strategic Financial Planning, Long Term Care Insurance, and 20 others.

• President

  Pillar Wealth Strategies

  Apr 2006 - Present - 18400 Von Karman Ave, Suite 400 Irvine, Ca 92612

  Securities and investment advisory services offered through Osaic FA Inc., member of FINRA/SIPC. Osaic FA is seperatly owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Offering securities to residents of CA and NC

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  California State University-Long Beach

  Business Administration And Management, General