Stanley Oda
President at Oda & Company, Inc. | Medina, Ohio, United States
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Stanley Oda, as President of Oda & Company, Inc., has been at the forefront of independent financial planning since founding the firm in 1998. With a steadfast commitment to providing objective financial and investment advice, Stanley has cultivated a reputation for excellence in retirement planning and IRA distribution strategies. Under his leadership, Oda & Company has developed a comprehensive, written financial planning process that empowers clients to build net worth, protect their wealth, and create sustainable retirement income streams.
Stanley’s expertise in low-cost asset management and risk management has positioned Oda & Company as a trusted partner for individuals seeking to navigate the complexities of financial markets. His proficiency in distribution strategies and long-term care planning ensures that clients receive tailored solutions that address their unique circumstances and goals. By focusing on asset preservation strategies and minimizing income and estate taxes, Stanley helps clients secure their financial futures and achieve peace of mind.
Key projects under Stanley’s guidance include the implementation of innovative retirement income strategies that adapt to changing market conditions and client needs. His hands-on approach and dedication to client education have fostered long-lasting relationships built on trust and transparency. As a thought leader in the financial services industry, Stanley Oda continues to inspire both clients and colleagues alike, championing the importance of independent, fee-based financial planning in an ever-evolving economic landscape.
President at Oda & Company, Inc. in January 1998 to Present
VP, Branch Manager, Senior Financial Planner at Bolanis Financial Planning Group in January 1989 to January 1998
Stock Broker at Dean Witter Reynolds Inc. in January 1988 to January 1989
Financial Planning Analyst at Bolanis and Associates, Inc. in January 1984 to January 1988
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Distribution Strategies
Brokerage
Financial Services
Risk Management
Investment Management
Securities
Retirement Planning
Long-term Care
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What is Stanley Oda email address?
Email Stanley Oda at [email protected] and [email protected]. This email is the most updated Stanley Oda email found in 2026.
What is Stanley Oda phone number?
Stanley Oda phone number is +13306354227 and +13309581149.
How to contact Stanley Oda?
To contact Stanley Oda send an email to [email protected] or [email protected]. If you want to call Stanley Oda try calling on +13306354227 and +13309581149. (updated on November 04, 2024)
What is Stanley Oda net worth?
Stanley Oda has an estimated net worth of $150,000 to $249,999
What company does Stanley Oda work for?
Stanley Oda works for Oda & Company, Inc.
What is Stanley Oda's role at Oda & Company, Inc.?
Stanley Oda is President
What industry does Stanley Oda work in?
Stanley Oda works in the Financial Services industry.
Stanley Oda Email Addresses
Stanley Oda Phone Numbers
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