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David O
Series 63, Series 66
Tucson, AZ
Clout Inc. Advisors
David Oase is a financial advisor at Clout Inc. Advisors in Tucson, Arizona, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has operated Oase Financial Services, LLC for 17 years, alongside running a CPA and tax preparation business since 1992. Outside of finance, he owns multiple aviation-related businesses leasing hangars at Ryan Field near Tucson. Clout Inc. Advisors provides investment advisory services to individuals, trusts, estates, business entities, and profit-sharing plans, managing approximately $8 million for about 60 clients. The firm employs a bottom-up value investment approach focusing on special situations and turnaround opportunities, managing portfolios on a discretionary basis with quarterly performance reviews and annual in-person meetings.
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