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

Rodrigo M. Oliva, CFP®

APMA®, AIF®

Private Wealth Advisor

Coast to Coast Wealth Management

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

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Financial Advisor Experience

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Portfolio Management Advisor (APMA®)

Insurance Licenses

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

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

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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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Helpful Financial Planning Resources