Arthur E. Oldham,  CFP<sup>&reg;</sup> - Financial Advisor

Arthur E. Oldham, CFP®

5669 Som Center Rd
Willoughby, OH 44094

General

Arthur Oldham is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Willoughby, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources