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Oscar C
Series 65
Miami, FL
Wakeful
Oscar Culari is a Series 65-licensed financial advisor with Wakeful, based in Miami, FL, and has three years of industry experience. He has held roles at Oaks Valley Financial Services, LLC and Oaks Valley Financial Services Ltd since 2018, and previously worked at Aldgate Advisors SRL from 2014 to 2018. In addition to his advisory work, Culari serves as a director at Oaks Valley Financial Services Ltd and is president of Future Wealth Management S.A. Wakeful serves individual clients, trusts, estates, retirement plans, and business entities with discretionary investment management via an automated digital platform, along with sub-advisory and comprehensive portfolio management services. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of investment strategies and third-party managers, and offers both discretionary and non-discretionary account management.
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