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Michael Oana Retirement Planning Specialist Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Michael Oana Retirement Planning Specialist operates in the financial services sector with a focus on helping individuals plan and implement retirement strategies. Based in Columbia, South Carolina, the firm guides clients toward retirement goals that may include travel, time with friends, or time with family. As an independent firm, securities and advisory services are provided through Cetera Advisor Networks LLC, a registered broker-dealer and investment adviser.

The organization comprises a small team and emphasizes education and teamwork in delivering retirement guidance. It maintains its independence while partnering with Cetera Advisor Networks LLC for access to securities and advisory services. Its target clients are individuals planning for retirement, seeking clear guidance to align financial decisions with personal goals and manage associated worries.

Find Michael Oana Retirement Planning Specialist employees' phone numbers or email addresses

Michael Oana Retirement Planning Specialist Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Asia
1

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  • Thailand
    1

Michael Oana Retirement Planning Specialist's Leadership

  • Chief Retirement Planning Specialist at Michael Oana Retirement Planning Specialist
    J. B.
    Chief Retirement Planning Specialist
  • Receptionist Office Administrator at Michael Oana Retirement Planning Specialist
    C. G.
    Receptionist Office Administrator
  • Independent Advisor Representative at Michael Oana Retirement Planning Specialist
    C. P.
    Independent Advisor Representative
  • Financial Advisor at Michael Oana Retirement Planning Specialist
    C. P.
    Financial Advisor
  • Insurance Agent at Michael Oana Retirement Planning Specialist
    D. S.
    Insurance Agent
  • Client Service Associate at Michael Oana Retirement Planning Specialist
    J. S.
    Client Service Associate
  • Registered Client Concierge at Michael Oana Retirement Planning Specialist
    A. L.
    Registered Client Concierge

Michael Oana Retirement Planning Specialist Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Michael Oana Retirement Planning Specialist

Name
Title
Contact
Location
Last Update
  • Chief Retirement Planning Specialist at Michael Oana Retirement Planning Specialist
    J. B.
    Chief Retirement Planning Specialist
    Oct 22, 2024
  • Receptionist Office Administrator at Michael Oana Retirement Planning Specialist
    C. G.
    Receptionist Office Administrator
    Oct 17, 2024
  • Independent Advisor Representative at Michael Oana Retirement Planning Specialist
    C. P.
    Independent Advisor Representative
    Jun 08, 2026
  • Financial Advisor at Michael Oana Retirement Planning Specialist
    C. P.
    Financial Advisor
    Oct 21, 2024
  • Insurance Agent at Michael Oana Retirement Planning Specialist
    D. S.
    Insurance Agent
    Oct 17, 2024
  • Client Service Associate at Michael Oana Retirement Planning Specialist
    J. S.
    Client Service Associate
    Oct 17, 2024
  • Registered Client Concierge at Michael Oana Retirement Planning Specialist
    A. L.
    Registered Client Concierge
    Apr 03, 2026

Frequently Asked Questions

What is Michael Oana Retirement Planning Specialist known for?

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Michael Oana Retirement Planning Specialist operates in the Financial Services industry. You can contact Michael Oana Retirement Planning Specialist's main corporate office by phone at . Explore Michael Oana Retirement Planning Specialist's company overview page for more information.

What is Michael Oana Retirement Planning Specialist's most common email format?

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Michael Oana Retirement Planning Specialist employees' email format typically follows the pattern of FirstLast@michaeloana.com. Trying to find reliable and up-to-date employee contact data? Find more Michael Oana Retirement Planning Specialist email formats with LeadIQ.

How many employees does Michael Oana Retirement Planning Specialist have currently?

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Michael Oana Retirement Planning Specialist has approximately 9 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Michael Oana Retirement Planning Specialist's key employees and leadership?

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As of August 2026, Michael Oana Retirement Planning Specialist's key employees include:

  • Chief Retirement Planning Specialist: J. B.
  • Receptionist Office Administrator: C. G.
  • Independent Advisor Representative: C. P.
  • Financial Advisor: C. P.
  • Insurance Agent: D. S.

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