Duane Cabrera

About Duane Cabrera

Financial Advisor | 30+ Years of Experience | Oppenheimer & Co. Inc.For more than three decades, I have helped families in Pennsylvania and across the country reach their most important financial milestones. Based in our Radnor office, I serve as a dedicated partner to business owners and professionals, helping them manage concentrated investments and plan for retirement or the eventual sale of a business. I pride myself on offering more than traditional wealth management; I provide a high-touch, tailored experience that values professionalism and transparency above all else. I\'m a resident of Reading, PA, and a proud father of 2 two.General Securities Representative License (Series 7) and the Uniform Combined State Law Examination (Series 66). I am licensed in the following states: CA, CO, CT, DC, DE, FL, MA, MO, NH, NJ, NY, NC, PA, and TX. I am also licensed as an agent for life and health insurance in DC, FL, NC and PA. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for information purposes only. Please go to SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Experience

1. Director - Investments at Oppenheimer & Co Inc

   Oppenheimer & Co. Inc.

   Feb 2023 — Present · Radnor, PA, US

Education

• Allegheny College

  Bachelor's degree, Economics

  1985 — 1989

Skills

• Succession Planning
• Retirement
• Estate Planning
• Financial Planning
• Wealth Management
• Investment Advisory
• Asset Allocation
• Investments