Rodrigo M. Oliva,  CFP<sup>&reg;</sup> - Financial Advisor

Rodrigo M. Oliva, CFP®

APMA®

Private Wealth Advisor

Coast to Coast Wealth Management

2111 Palomar Airport Rd, Ste 340
Carlsbad, CA 92011
FINANCIAL ADVISOR'S WEBSITE
(760) 929-0776

General

Rodrigo Oliva is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coast to Coast Wealth Management in Carlsbad, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NJ, NY, NC, SC, CA # 0D27906
  • Health/disability insurance
  • Variable annuities: FL, NJ, NY, NC, SC, CA # 0D27906

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances

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