A complete list of active advisors currently associated with Oliveira Wealth
Warmer can help you find a great advisor at Oliveira Wealth or one who fits your needs even better.
Oliveira Wealth serves individuals (including high‑net‑worth clients), trusts, retirement plans and business entities, offering discretionary asset management, written financial planning, retirement plan consulting, and access to specialized cost segregation analyses through third‑party partners. The firm reports roughly $332 million in discretionary assets under management and provides both ongoing portfolio monitoring and standalone planning engagements. Investment programs are tailored across asset classes and may include ETFs, mutual funds, fixed income, structured products, and direct or indirect indexing, with periodic rebalancing and risk‑based asset allocation to match client objectives and time horizons. The firm also incorporates tax‑aware services such as cost segregation studies for eligible property owners and may use margin or other specialized instruments when appropriate. Several features distinguish Oliveira Wealth from typical peers: its representatives are registered representatives of a broker‑dealer (Simplicity Investments) and are licensed insurance agents, allowing the sale of commissionable securities and insurance products and creating disclosed conflicts of interest. The firm also operates with an unusually high client load—about 494 clients per advisor—reflecting a lean advisory team that relies on third‑party partnerships and custodial platforms, and the brochure describes policies and disclosures intended to address related conflicts.
To learn more about the advisors currently working at Oliveira Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Modesto, CA
| 21
| |
Modesto, CA
| 30
| |
Modesto, CA
| 6
|
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