Tony Ojeda

About Tony Ojeda

A lot of professionals work hard and achieve success, yet still feel unsure if their daily decisions are leading them toward the life they want.I’ve been there. For years, I tried to do everything and say yes to everyone. Eventually, I realized the problem wasn’t effort. It was clarity. I hadn’t defined my personal mission, so my choices weren\'t aligned with the future I hoped for.That realization shaped my work and led to Made2Thrive. Today, I help business owners and professionals understand their purpose and use it as a guide for their goals and habits.Through Made2Thrive, we- Define your personal mission statement- Build a clear vision for your future- Set meaningful goals across the six life domains- Identify simple daily actions that keep you alignedThe result is a framework that brings balance, direction, and confidence both personally and professionally.If you’re ready to lead with intention, send me a DM or contact me here: https://made2thrive.live/contact-tony/

Experience

1. Wealth Advisor

   Ameritas

   Jun 1994 — Present

   Securities and investment advisory services offered solely through Ameritas Investment Corp.(AIC). Member FINRA/SIPC. AIC and Tony Ojeda are not affiliated. Additional products and services may be available through Tony Ojeda that are not offered through AIC. Securities products are limited to residents of CA, CO, FL, IA, ID, KS, MN, MO, NE, NY, OK, TX, & WI. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed. Securities email: t•••••@aicinvest.com

Skills

• Retirement
• Strategic Financial Planning
• Financial Advisory
• Uniform Combined State Law
• Roth Ira
• Mutual Funds
• Life Insurance
• Finance
• Wealth
• Employee Benefits
• Motivational Speaking
• 401k
• Wealth Accumulation
• Small Business
• 401k Rollovers
• Securities
• Estate Planning
• Customer Service
• Series 7
• Separately Managed Accounts
• Iras
• Series 6
• Insurance
• Disability Insurance
• Financial Planners
• Leadership
• Term Life Insurance
• Investment Management
• Variable Annuities
• Wealth Management
• Retirement Planning
• Fixed Annuities
• Health Insurance
• Finra
• Long-Term Care
• Long Term Care Insurance
• Series 63
• Investments