Oliver Cervantes is one of the three Financial Advisors on the team. Oliver has worked in the financial industry for the past 21 years. He focuses on a comprehensive approach to investment planning and advises clients in many areas, which include retirement, investment, estate planning strategies, insurance and liability management. His clients consist of individuals, families, small businesses and corporations. He regularly hosts educational seminars across Southern California regarding a variety of financial topics. Oliver is a CERTIFIED FINANCIAL PLANNER™ professional and also received his CHARTERED RETIREMENT PLANNING COUNSELOR SM designation from the College for Financial Planning and the RETIREMENT INCOME CERTIFIED PROFESSIONAL™ designation from The American College of Financial Services. He received his Bachelor of Arts in Business Administration, with a concentration in Finance, from California State University, Fullerton. He holds his Series 7 and 66 security registrations and is also licensed to sell life, health and long-term care insurance. Oliver is married to his wife Connie and they live in Huntington Beach with their sons; Oliver, Andrew, William and Lucas.
CA Insurance License Number: 0E75585. Resident State CA.
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