Trusted Financial Advisor

Mr Rodrigo M Oliva CFP

Mr Rodrigo M Oliva CFP

Oliva & Vicente Financial Group LLC

2111 Palomar Airport RD Ste 340, Carlsbad, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$250,000
Languages
Spanish, English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor