Oxnard, CA N. Ventura Road Office

Abiel Acosta is a CFP® professional with 21 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corp for 19 years. Acosta is involved in insurance sales, including traditional life, disability, and long-term care insurance, as well as fixed and indexed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a range of portfolio construction tools and access to third-party money managers.

Tristan Dupont is a financial advisor with Osaic Wealth, Inc. located in Oxnard, CA. He holds the Series 66 designation and has one year of industry experience. His prior work includes positions at Crescendo Wealth Strategies and Marcum LLP. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes proprietary asset-allocation tools and supports multiple management platforms to construct diversified portfolios tailored to client risk tolerance.

Clarice Couey is a financial advisor at OSAIC with 21 years of industry experience. She previously worked at Lincoln Financial Advisors for 21 years before joining OSAIC in 2025. Couey holds a Series 66 designation and is also licensed as an insurance agent offering accident/health, disability income, traditional life insurance, and fixed/indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Candice Carrizales is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Acosta Wealth Management and Geico. Outside of advising, she works as an insurance agent offering fixed and indexed annuities, accident, disability, long-term care, and traditional life insurance products. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple platforms, offering brokerage and advisory services that include financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.