The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Oscar Tapia

Oscar Tapia

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Marist College, Poughkeepsie, NY 1985-1989, B. S Computer Science
CA Insurance #0D90012

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Our Staff

Cathy Tapia

Cathy Tapia

Executive Assistant

Nicole M. Tapia

Nicole M. Tapia

Client Service Manager

Jason A. Tapia

Jason A. Tapia

Practice Manager