James J. Oplotnik,  CFP<sup>&reg;</sup> - Financial Advisor

James J. Oplotnik, CFP®

RFC

Access Advisory Group LLC

6440 Avondale Dr, Ste 210
Oklahoma City, OK 73116-6416
(405) 848-9836

General

James Oplotnik is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Access Advisory Group LLC in Oklahoma City, OK and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RFC

Insurance Licenses

  • Life insurance: TX,KS
  • Health/disability insurance: TX,KS
  • Fixed annuities: TX,KS
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources