PILLAR WEALTH STRATEGIES - Key Persons

Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law...

Job Titles:

• President
• CERTIFIED FINANCIAL PLANNER

OSWALDO GOMEZ is a CERTIFIED FINANCIAL PLANNER™ Practitioner with Pillar Wealth Strategies and is registered with Lincoln Financial Advisors, a comprehensive financial planning firm. Oswaldo provides the full range of fee-based financial planning services to successful business owners, families and individuals transitioning to retirement. Oswaldo has built a loyal clientele of business owners and successful executives. His client-base has been built largely through referrals from clients and other professionals. Through Oswaldo's affiliation with Lincoln Financial Advisors, Oswaldo is able identify and develop creative planning strategies in the areas of Business Succession, Estate Planning, Investments, and Financial Independence. Oswaldo is also a member of the Sagemark Private Wealth Services group*. By first working to understand his clients, Oswaldo is able to better analyze their current situation. This allows him to assist in establishing written goals and then develop creative design ideas to address their objectives. He does this by taking into account both economic as well as emotional concerns.

Member of the American and Connecticut Bar Associations.BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University...

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...