Irvine, CA Mac Arthur Blvd Office

Stacie Tanaka is a financial advisor with Osaic Wealth, Inc. in Irvine, CA, holding the ChFC® designation and Series 66 and 63 licenses. She has four years of industry experience and has previously held roles at several insurance agencies and strategic planning firms. Outside of her advisory work, she is involved with California Fine Wine & Spirits, where she conducts wine classes and sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and portfolio management utilizing a broad range of investment vehicles.

Stephen Suzuki is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ming Entertainment Group from 2014 to 2018. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment types.

Jacob Aguilera is a financial advisor at Osaic Wealth, Inc. based in Irvine, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Osaic, he worked at Viasat Inc. for four years and held roles at various other firms including Advanced Financial Solutions and Northwestern Mutual. He is also a financial advisor for Life Plans Financial and Insurance as part of an S Corporation. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs advanced asset-allocation tools, multiple investment platforms, and third-party solutions to construct and manage diverse portfolios.

James Bogdan is a financial advisor with OSAIC in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with OSAIC since 1995. Outside of his advisory role, he is a 50% owner of LifePlans Financial and Insurance Services, Inc., where he is involved in the sale of term life insurance and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs advanced asset-allocation tools and provides access to a broad range of investment products and third-party money managers.

Dalia Badajos is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with OSAIC since 2004 and also maintains a long-term affiliation with Guardian Life Insurance Company since 1990. Outside of her primary roles, she is involved in business development and consulting through her position as managing partner at Lugo & Associates Insurance Services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage, advisory services, financial planning, and access to third-party money managers, utilizing tools like asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Jeffrey Bogdan is a financial advisor with OSAIC Wealth Inc in Irvine, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at OSAIC since 2023 and previously spent 21 years with Royal Alliance Associates, Inc. Additionally, he is the president of Lifeplans Financial and Insurance Services Inc., where he oversees daily operations and assists representatives and clients with fixed insurance needs. OSAIC Wealth Inc serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple investment platforms and third-party managers.

John Aguilera is a CFP® with 36 years of industry experience, currently serving at Osaic since 2023. Prior to this, he spent 14 years with Sagepoint Financial, Inc. He owns Advanced Financial Solutions Wealth, Inc., a financial planning and wealth management business, and is active in community and nonprofit roles, including serving as Vice President of Faith Lutheran Church and participating in the Investment Advisory Committee for the City of Vista. Osaic Wealth, Inc. provides comprehensive brokerage and advisory services to a diverse clientele, including individuals, high-net-worth investors, and institutional clients. The firm employs asset-allocation tools and risk-assessment methodologies to manage portfolios across various asset classes and offers integrated financial planning, retirement consulting, and access to third-party investment managers.

Anthony Coco is a financial advisor at OSAIC Wealth, Inc. based in Irvine, CA, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with OSAIC Wealth since 2016. Outside of his advisory role, he also operates a sole proprietorship focused on client meetings and risk management assessment. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, utilizing proprietary tools and third-party platforms to manage a wide range of investment options and accounts.