Oldano Osgood & Associates is a financial advisory firm based in Tampa, FL, offering a wide range of services to individuals and businesses. Led by Ronald Robert Oldano, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), their team of advisors holds various certifications such as Accredited Domestic Partnership Advisor (ADPA), Accredited Estate Planner (AEP), and Accredited Investment Fiduciary (AIF), among others. With expertise in areas like wealth management, retirement planning, estate planning, and investment strategies, they provide personalized financial advice and utilize digital tools for efficient collaboration.
Committed to staying informed about market and economic insights, Oldano Osgood & Associates offers resources and insights through their affiliation with Ameriprise. Their team of professionals, including Chartered Financial Analysts (CFA) and Certified Divorce Financial Analysts (CDFA), are equipped to address the diverse needs of their clients, whether they are retirees, small business owners, or high net worth individuals. With a focus on behavioral financial advising and philanthropy, they strive to help clients make informed decisions and achieve their financial goals.
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