Michael Oana

About Michael Oana

As a Retirement Planning Specialist, I love helping our clients to plan and implement…

Experience

1. Chief Retirement Planning Specialist

   Michael Oana Retirement Planning Specialist

   Jun 2005 — Present

   Also Owner of Michael Oana Retirement Planning Specialist.After graduation, I spent 13 years with Merrill Lynch, rising up the corporate ladder from an un-paid apprentice to an Assistant Vice President. I retired from the corporate jungle in 2005 to create my own boutique investment firm, Michael Oana Retirement Planning Specialist.We employ 7 and are located at 4408 Forest Drive, Suite 2001. I hold a Series 7, 24, 63, and 65 Securities registration and am registered in 13 states, in addition to holding an Insurance License in South Carolina.Our team helps their clients to plan and implement investment strategies for Columbia’s Corporate Managers.To help tourism and give back to the local community, I designed, created and lead the Hootie and the Blowfish Street renaming the project in 5 Points.I have been featured in the Star Paper, The State Paper, Columbia Metropolitan Magazine and have been interviewed on WIS TV and numerous Radio Stations about the benefits of Retirement Planning.We publish a quarterly electronic newsletter, the Michael Oana RPS Road to Retirement Resource.I am married to Heather and we have 2 wonderful sons, London and Lane.We live in Shandon and I attend and am a former trustee at Shandon Presbyterian Church.I have a passion for faith, family, and football.

Skills

• Management
• Microsoft Excel
• Sales
• Financial Planning
• Project Management
• Team Building
• Marketing
• Retirement Planning
• Financial Services
• Leadership
• Research
• Financial Analysis
• Customer Service
• Public Speaking
• Budgets
• Strategic Planning
• Finance
• Microsoft Office
• Investments
• Wealth Management