Camarillo, CA 770 Paseo Camarillo Office

Barbara Shufani is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sathers Insurance Agency and Sagepoint Financial, Inc. She also serves as an HOA board member and provides in-home supportive services for her daughter. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm offers a range of financial planning and investment advisory services that utilize asset-allocation tools, risk assessments, and portfolios incorporating multiple asset classes managed on discretionary or non-discretionary bases.

Plato Guerre is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Inc., Pro.Act Wealth Solutions, LLC, and Icm. He is the owner of Pro.Act Wealth Solutions, where he developed proprietary software to manage client portfolios through his Wealth Management Platform. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and managed accounts that utilize both discretionary and non-discretionary strategies.

Albert Cornel is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advisory work, he serves as a paralegal collecting trust-related documentation and teaches kickboxing and hot yoga classes. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Richard Frank is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes 14 years at Sagepoint Financial, Inc. He is also involved in community service through volunteer roles with the Boy Scouts of America and the American Youth Soccer Organization, where he holds board and committee positions. OSAIC serves a diverse client base, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports multiple advisory platforms, with portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Cynthia Foscue is a financial advisor with Osaic Wealth, Inc., holding CFP®, Series 65, and Series 66 credentials and seven years of industry experience. She previously worked at Sagepoint Financial, Inc. and has a 15-year background with Advanced Lubrication Technology, Inc. Outside of advisory services, she is involved in insurance sales and acts as a statutory agent supporting living trust preparation. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple investment platforms to manage portfolios across a wide range of asset classes.

D'vonne Day is a financial advisor at OSAIC with two years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Pro-Act Wealth Solutions, Aflac, and operated D'Vonne Day and N2 Publishing. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Alan Iinuma is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at SagePoint Financial, Inc. and Independent Capital Management. Outside of his advisory role, he assists clients with aspects of estate planning and asset protection through insurance and referral services. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services supported by multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and provides access to third-party money managers and wrap programs.

Jack Randall is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and approximately one year of industry experience. Prior to joining Osaic, he held various positions including roles at the University of Oregon and Enterprise Holdings. Randall is also involved in para-legal work related to estate planning and assists with client services in lending and investment advisory capacities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using both discretionary and non-discretionary management supported by advanced asset-allocation tools and third-party platforms.

Robert Harrell is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial and LPL Financial. Harrell serves as president of the Atlas Education Foundation and holds leadership roles in the Rotary Club of Camarillo and the Ventura County Leadership Academy. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm-provided tools and multiple investment options to construct diversified portfolios.