Oswaldo Sayon
Oswaldo Sayon
Oswaldo Sayon is an experienced Financial Services Consultant with Xceed Wealth Management Group, dedicated to helping Xceed Financial Credit Union members pursue their retirement and investment goals. He joined the team in January 2019, bringing nearly 15 years of experience in the finance industry. Prior to joining Xceed Wealth Management Group, he spent four years with one of the nation’s largest investment firms.
Oswaldo earned his Bachelor of Science degree in business administration from California State University, Los Angeles. In his free time, he enjoys spending time with his family—including his three young boys—and hosting gatherings at his home.
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Licenses
As a Financial Consultant, Oswaldo has earned his Series 6, Series 7, Series 63, and Series 65 licenses held with LPL Financial. He is registered to sell securities and insurance products in California (CA Insurance Lic# 0I18894).
Services
The advisors at Xceed Wealth Management Group offer personalized strategies that address but are not limited to:
- Retirement planning
- Estate planning working with tax accountants and attorneys
- Mutual funds and exchange-traded funds
- College planning
- Wealth preservation and insurance planning strategies
- 401(k) Distribution Options
- Social Security
- Long-term care insurance
- Stock options and deferred compensation planning
- 529 Plans
- Annuities