Osvaldo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Series 7 and 66 securities licenses, along with licenses in life, health, long-term care, and property & casualty insurance. He is also a licensed Medicare broker, enabling him to guide clients through the complexities of Medicare and help them select coverage aligned with their needs. This broad range of credentials allows him to deliver comprehensive financial strategies that address both the growth and protection of wealth.

With a client-centered approach, Osvaldo is committed to building lasting relationships rooted in trust, transparency, and personalized service. Whether assisting with investment strategies, retirement planning, insurance solutions, or Medicare decisions, his goal is to empower clients with the knowledge and confidence needed to make informed financial choices.

Outside of the office, Osvaldo enjoys staying active at the gym, snowboarding in the mountains, and exploring emerging technologies.