Owen Komperdo CFPĀ®

Senior Wealth Planner

Given my passion for planning and watching people achieve their financial goals, becoming a financial planner was a natural fit. I take great pride in understanding my clients ā€˜why’ by asking the right questions and by using quantitative and qualitative analysis to reveal their goals, identify potential obstacles to those goals, and then provide solutions to those obstacles. I believe that building a strong, trust-based relationship with my clients is the best way to earn their business.

 
 
 

Question & Answers