Oswaldo Gomez , Cfp®

Oswaldo Gomez , Cfp® Email and Phone Number

At Pillar Wealth Strategies we help family business owners protect what they have built and maintain their lifestyle. @
Oswaldo Gomez , Cfp®'s Location
Irvine, California, United States, United States
Oswaldo Gomez , Cfp®'s Contact Details

Oswaldo Gomez , Cfp® work email

Oswaldo Gomez , Cfp® personal email

n/a
About Oswaldo Gomez , Cfp®

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.

Oswaldo Gomez , Cfp®'s Current Company Details
Pillar Wealth Strategies

Pillar Wealth Strategies

At Pillar Wealth Strategies we help family business owners protect what they have built and maintain their lifestyle.
Oswaldo Gomez , Cfp® Work Experience Details
  • Pillar Wealth Strategies
    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

Oswaldo Gomez , Cfp® Skills

Estate Planning Retirement Planning Strategic Financial Planning Long Term Care Insurance Asset Management Financial Planning Iras Personal Financial Planning Portfolio Management Wealth Accumulation High Net Worth Individuals Certified Financial Planner Risk Management Qualified Retirement Plans Asset Managment 403b 457 Plans Succession Planning Wealth Preservation Planning Multi Generational Wealth Transfer Business Succession Planning Investments Wealth Strategic Planning

Oswaldo Gomez , Cfp® Education Details

Frequently Asked Questions about Oswaldo Gomez , Cfp®

What company does Oswaldo Gomez , Cfp® work for?

Oswaldo Gomez , Cfp® works for Pillar Wealth Strategies

What is Oswaldo Gomez , Cfp®'s role at the current company?

Oswaldo Gomez , Cfp®'s current role is At Pillar Wealth Strategies we help family business owners protect what they have built and maintain their lifestyle..

What is Oswaldo Gomez , Cfp®'s email address?

Oswaldo Gomez , Cfp®'s email address is go****@****ies.com

What schools did Oswaldo Gomez , Cfp® attend?

Oswaldo Gomez , Cfp® attended California State University-Long Beach.

What skills is Oswaldo Gomez , Cfp® known for?

Oswaldo Gomez , Cfp® has skills like Estate Planning, Retirement Planning, Strategic Financial Planning, Long Term Care Insurance, Asset Management, Financial Planning, Iras, Personal Financial Planning, Portfolio Management, Wealth Accumulation, High Net Worth Individuals, Certified Financial Planner.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.