Our Qualifications
Our Qualifications
We are a focused Private Family Office with the experience and credentials to serve the needs of emerging wealthy families. We know that families are looking for professionals they can know and trust, that have experience with many different types of financial situations.
- Experienced – Decades of experience with wealth planning and management issues
- Educated & Certified – MBA (University of California, Irvine), CIMA® (Wharton School of Business), CPWA® (Yale University)
- Securities Registered – (Series 7, 66, 24, 31), Insurance Licensed (CA State Ins Lic # 0D22711)
- Accessible (Regular office hours, escalation options, predictable)
- Consistent Contact (Dedicated team member contact)
Anthony D. Ossola's Credentials wallet • Accredible • Certificates, Badges and Blockchain (investmentsandwealth.org)
IMCA CODE OF PROFESSIONAL RESPONSIBILITY
IMCA STANDARDS OF PRACTICE

The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn More