About My Practice
Oda and Company's clients are primarily retirees and individuals approaching retirement. We help our clients develop comprehensive financial plans to help them define and achieve the things they would like to do after their working careers are finished. We also review their estate plans to help assure their legacy goals will be met. We are happy to work with our clients' attorney, CPA or other advisors to coordinate our planning efforts. We can also refer our clients to tax and legal professionals that we trust and respect.
In addition to financial planning consultation, we offer traditional brokerage services, insurance brokerage, and low-cost, fee-only asset management services to help our clients implement their financial plans. Financial planning clients have no obligation to implement their financial plans with us.
As a cost-conscious, independent financial advisor, we have chosen LPL Financial as our broker/dealer affiliate. LPL Financial is one the nation's largest broker-dealers for independent financial advisors, as reported by Financial Planning magazine, June 1, 1996 - 2011, based on total revenue. LPL Financial provides our firm with independent economic and investment research, due diligence, legal and compliance systems and supervision, and industry-leading technology. LPL earns our business because they respect our firm's independence thus allowing us to place 100% of our focus on always doing what is in the best interest of our clients. All this helps us to achieve our goal to provide more value to our clients and to give them the best service experience they have ever had.
Stan Oda, CFP®, is President of Oda and Company, Inc. He graduated from Brigham Young University in December 1983 where he majored in Financial Planning & Counseling and minored in French.
Mr. Oda began his career in financial planning in 1984 as a financial planning analyst with an independent financial planning firm in Cleveland, Ohio. Over the next several years he was promoted to Analytical Department Manager, Branch Manager, Senior Financial Planner and Vice President. Stan spent two years away from that firm, from 1987 to 1989, as a stock broker with Dean Witter Reynolds where he gained valuable industry perspective and individual securities experience.
In 1998 Mr. Oda formed an independent fee-based financial planning practice, Oda & Company, Inc., now located in Medina, Ohio. His practice is currently composed of 2 financial planners, 1 financial planning analyst and 2 support staff.
Mr. Oda has been a CERTIFIED FINANCIAL PLANNER™ certificant since 1986. He has been quoted in the Cleveland Plain Dealer and in several industry publications.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance: OH, FL, UT, PA, TX, Health/disability insurance: OH, FL, UT, PA, TX, Fixed annuities: OH, FL, UT, PA, TX, Variable annuities: OH, FL, UT, PA, TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.