I believe the primary cornerstone of wealth management is recognition that everyone's economic and life situation is unique and ever-changing. I keep this in mind when providing advice, and believe that personalized service is essential when matching clients with the right financial products and ...
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I believe the primary cornerstone of wealth management is recognition that everyone's economic and life situation is unique and ever-changing. I keep this in mind when providing advice, and believe that personalized service is essential when matching clients with the right financial products and strategies.
As a Wealth Advisor, I am dedicated to learning about your personal goals, and working with you to build a plan that is focused on your specific needs.
I recognize my clients are constantly moving through different stages of life: you might be building a family, purchasing a home, planning for retirement, or enjoying it. Therefore, I believe an investment plan should reflect your personal situation, suggest your specific goals, and continually be reviewed by measuring its achievements against stated aims to ensure everything is progressing according to plan.
If you have questions about your plan, or specific financial products, please don't hesitate to reach out or schedule time on my calendar: https://calendly.com/evanocepek.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Evan Ocepek is a licensed insurance agent and, in such capacity, may recommend and help with the purchase of various insurance products directly through the selected carrier. CA Life Insurance #0H34782.
Evan Ocepek is licensed to conduct securities business in the following states: CA, CO, FL, GA, IL, LA, MA, MI, NM, NV, NY, TN, TX, UT, WA
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