Oscar works with families and businesses to guide them through complex financial decisions. His expertise comes from years of valuable experience in customer service, as well as over 10 years in the financial industry.
Oscar helps his clients navigate the pursuit of financial goals such as portfolio management, retirement planning, and estate planning through long term strategies based on sound principles.He emphasizes a team approach with his clients, and includes their CPA and attorney, so the client has a cohesive financial strategy.
Oscar joined LPL after 10 years with Foresters Financial. He joined LPL for the greater independence the firm provides, so he can offer a more robust platform to further help his clients. The experience was invaluable, as he was able to hone his formidable skills in sound financial planning, portfolio construction, and a strong personal commitment to his clients.
Oscar holds a BA in Accounting from the University of Miami,where he remains a die hard fan. He lives in Delray Beach, with his wife Margaret, and enjoys golf and spending time with his extensive family.