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PNC Wealth Management
Tampa, Florida 33602
We act strategically and collaboratively as a cohesive professional advisory team - including your tax, legal, and business advisors - to help ensure seamless implementation of all aspects of your wealth strategy.
We will work with you to design a customized investment program that includes access to a broad array of investment solutions, a culture of risk management and ongoing insights and communications.
Trust & Estate Services
When administering an estate, our team helps to reduce burdens on family members and provide objectivity, privacy, and efficiency in the estate settlement process.
Private Banking Services
We understand the unique financial challenges faced by families of wealth – from managing assets to growing and preserving wealth for generations to come. Let us help you to achieve your financial goals.
|Service||Description Of Service|
|Wealth Strategy||Investment Management|
|Trust & Estate Services||Private Banking Services|
Hello, my name is Oscar, and I’m a Financial Planner that’s passionate about helping people achieve their dreams! This means that I’m not your typical Financial Advisor. You see, the typical financial advisor puts your money at the center of the relationship, and your dreams somewhere in the back (if anywhere at all).
My purpose is to do away with this method of Financial Planning. I want to help you create a Meaningful Financial Life Plan, where your life goals are integrated into the Planning Process and are the focus of my work.
Being a CFP® in the financial planning world represents one of the strongest technical foundations in the profession. This means that YOU can count on the highest standard of integrity for your most important financial decisions.
If you need the help of a professional that’s in YOUR corner, feel free to reach out; I’d love to help!
Outside of the office, you'll find me spending time with family, attending church, and hosting bible studies. You may also find me nerding around with technical financial stuff.
How I got started:
I started my journey into the world of finance early in my teenage years by reading books from legendary investors (Warren Buffett, Peter Lynch, John Bogle) to learn how to manage my own money. I loved it so much I continued this pursuit in college, eventually landing a spot to help manage a portion of the University Endowment Fund. I found that finance topics came natural to me and I wanted to help others in this area.
CERTIFIED FINANCIAL PLANNER™ practitioner