Long Beach, CA E San Antonio Drive Office

Karen Codman is a financial advisor with Osaic Wealth, Inc. based in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at FSC Securities Corporation for 17 years before joining Osaic in 2023. Outside of her advisory role, Codman serves on the Long Beach City College Foundation Board of Governors and is involved with the Long Beach Chamber of Commerce, where she participates in government affairs. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs advanced portfolio construction tools and provides a range of managed account solutions.

David Isti is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2023. Prior to that, he was with Karen Codman FSC Securities for five years and at Chop Chop for two years. He also serves as an Investment Advisor Representative for Codcrow Inc., assisting in client account management and advising under his representative code. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm employs various investment strategies using proprietary tools and offers integrated advisory and brokerage services along with access to multiple third-party money managers and programs.