About

Oda and Company, Inc. is an independent financial planning firm established in 1998. We specialize in comprehensive financial planning for retirement.  We provide low-cost portfolio management services as well as traditional brokerage services through LPL Financial, a nationwide registered broker/dealer and registered investment advisor.

Founder, Stanley Oda, has advised investors since 1984 and has been a CERTIFIED FINANCIAL PLANNER (tm) practitioner since 1987. Initial consultations are available free of charge. We are happy to work with your CPA and/or attorney to coordinate a comprehensive investment, tax and estate plan.

Financial Planning Strategies
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

Retirement Planning Strategies
Income Planning Strategies
College Planning Strategies
Estate Planning Strategies
Cash Flow Analysis Strategies
Senior housing and health care strategies
Wealth Management
We strive to develop a portfolio based on your individual goals and risk tolerance. We can assist with:

Bonds
Stocks
Exchange Traded Funds (ETFs)
Mutual Funds
Government Securities
Brokerage Accounts
Advisory Accounts
Fixed Annuities
Business Planning Strategies
We can help you tackle some of the financial complexities of running a business, including:

Traditional, SIMPLE, Roth, and SEP IRAs
Profit Sharing Plans
Exit Planning
Succession Planning
Buy-Sell Agreements

Contact us today if a partnership with Oda and Company is something you envision for your future.