Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Oscar Tapia, Financial Advisor serving the Punta Gorda, FL area - Ameriprise Advisors

Oscar Tapia

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Oscar Tapia's website

Team

Cathy Tapia

Cathy Tapia

Executive Assistant

Nicole M. Tapia

Nicole M. Tapia

Client Service Manager