One Columbus Center,,
283 Constitution Dr, Suite 800,
At Oceanside Financial Strategies, we have brought together a team of financial advisors that are not only skilled and professionally trained but also have years of experience. They will leave no stone unturned to ensure that you have a good today and a better tomorrow.
Our firm is based on the core value of passion, service and customer satisfaction. We strongly believe that each client has individualized financial needs. Therefore rather than opting for a one size fits all approach, we believe in tailoring a customized financial plan for everyone. Our financial advisors take into account current needs, legacies, priorities and financial goals and expectations in mind while planning their financial road-map.
We plan for the future and suggest investments to make sure you remain worry free about it, but we do not compromise on the quality of your present either. Thus when choosing our firm for your financial advising, you get the best of both worlds. Customer service and satisfaction is our top priority. Let us help you and ensure you make the most of your hard earned money. Our team of experienced advisors is excited to begin a journey with you as we develop a secure future using intelligent financial planning.
Robert graduated from University of Baltimore in 2002 and he entered the financial services and asset management business in 2002. His clients include high net worth business owners and executives, physicians, high net worth families,...
Don has been a Financial Planner for over 30 years. He was a Founding Partner at Planning Solutions Group which was a 35-person firm. Planning Solutions Group merged with Wealth Enhancement Group. Don joined Oceanside Financial...
Parker grew up in the Virginia Beach area and graduated from Cape Henry Collegiate School. He went onto Christopher Newport University where he completed a finance degree. He was the Development Officer for the Captains’...
Client Services Specialist
Melissa resides in Norfolk, with her husband, Caesar. She has worked in the financial services field, since 2005. Her main focus has been centered around, client and account services. Melissa currently holds a Life, Health & Annuities...
Stacey Sexton, paraplanner, provides assistance to the team in the process of building and analyzing financial plans for clients. Stacey graduated from George Mason University and after spending 10 years in higher...