Phone Number: (650) 327-8785
Email Address: firstname.lastname@example.org
535 Middlefield Road, Suite 140
Menlo Park, CA 92045 United States
Oscar Sasson, a Financial Advisor with Zuk Financial Group since 1988, is located in Menlo Park, California. A Chartered Retirement Planning Counselor (CRPC) and a Registered Representative for LPL Financial, Oscar holds FINRA Series 7, 63 and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through his investment advisory and financial planning practice, Oscar represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs.
A major factor in Oscar's client relationship success is his commitment to communication. He strongly believes in the concept of a partnership where both he and each of his clients share in the development and success of their investment and retirement strategy.
A specialist in retirement planning, Oscar is frequently invited to present educational seminars for schools, colleges, and education professional organizations. With an MBA degree and 20 years of professional financial experience, Oscar has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). As a Certified Fund Specialist (CFS), he also does seminars on investment and retirement planning for small businesses and non-profit organizations. Oscar has earned a reputation for explaining difficult subjects in a style that is easily understood.
Married to his wife Michelle for nearly 40 years and the father of three, Oscar has lived in the Menlo Park, California area for over 25 years. His personal interests center on traveling and sailing. Oscar's hearty and contagious laugh as well as the twinkle in his eye is a "small" indicator of his keen interest in life and people.
CA Insurance Lic.# 0767346
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.