OLIVER ORZAL*
OLIVER ORZAL
Financial Advisor
Oliver has been working in the financial industry since 1998. Aside from assisting over 100 individuals and businesses, he enjoys art, music, athletics and also contributing to local community, through non-profit work in sound production and event planning to encourage art and business growth. He resides with his wife Sara, and their two furry family members, Mocha and Noele, in the Oakland, Lake Merritt area. He serves clients in and around the Bay Area, Central Valley and beyond and has access to a nationwide network of offices and strategic partnerships to serve his clients' needs. Oliver is particularly keen on using technology to interface and work with many people time efficiently and long distance, while providing professional, meaningful information and services for his valued clients. Oliver strongly believes in helping individuals and businesses make financial decisions, that will have a positive long term impact on their families, communities, local and globally.
Professional Specialties:
- Investment Portfolio Advisory
- Socially Responsible Investing
- Long Term Care, Disability Income Insurance, Life, Health Insurance
- Pre and Post Retirement Income Distribution Planning
- Employer/Employee Benefit Plans 401k/Health/Life/Disability
- Business Wealth and Succession Planning
- Tax Planning and Reduction Strategies for High Income Earners
- Investment Asset Protection, Risk Mitigation Strategies
- Estate planning and Wealth Transfer
Qualifications
- Graduate– San Francisco State University - Philosophy / Liberal Studies
- Completion of Executive Certificate Financial Planning Courses Kaplan University SFSU
- Registered Representative with AIC holding Series 6, 63 & 7 Securities Registrations
- Licensed Life / Health Insurance Agent
- Licensed Long Term Care Insurance Agent - Partnership LTC
- Registered Investment Advisor - Series 65 FINRA - Fee only, Fee Combo based options
- Member in Good Standing w/ National Association of
- Insurance & Financial Advisors
- Rotarian Oakland Rotary #3 California Chapter
