Despite the information-heavy nature of financial planning/wealth management, he has an uncanny ability to simplify the subject matter. It is great that he kept things fun and engaging…

What distinguishes a good photographer from a great photographer is the attention to detail. The same could be said for choosing an awesome personal finance professional.

And lucky for you reading this, Oscar excels at both…

I also had numerous hearty conversations with him about our common interests and discussing real-world questions. Oscar is one who is inquisitive and interpersonal, and this reflects his personality and role as a consultant - one who is genuine, approachable and has your best interest at heart…

He’s always warm and friendly. It’s not hard to have a conversation with him. A very good listener too. That makes him valuable as a friend and a wealth management consultant…

His ability to break things down with uncanny fervor and know how is certainly what makes me feel comfortable with him…

It’s comforting to know that both Oscar and I come from the same line of work. Being a creative individual like me is definitely a plus — He empathizes! Experience matters, he makes it relational! And also has the capacity to provide accurate and wealth management tips…

Oscar is such a genuine and gentle spirit. He also knows that he’s not just dealing with work, but with life and his empathy, encouragement and management solutions are a testimony to that…

He is meticulous and earnest, listens to your considerations and even remembers little details you've shared with him, which is very telling of his sincerity and how much heart he has in building this relationship with you…

The greatest value in a relationship between wealth advisor and client is trust - and this is where Oscar shines. When a hard question presents itself, he is able to look you straight in the eye and give you an answer that has to be said - and not one that a client wants to hear…

I knew him as the person that knows everyone’s names because he has a genuine interest in getting to know them…

A trait of Oscar that I appreciate is his ability to listen and understand. Thus far, he has been providing me things that I need and not what I wish to see or hear…

The wealth of knowledge and experience as well as his attitude towards friends or anyone coming to him for advice is indeed a strength of his! He's not calculative with his time and money but wants the best for each and every single person..

He is also receptive to your ideas should you have any, and will take the time to find out about products that may be new to both of you, so as to better plan the next step…

Wealth management can be daunting at the beginning especially with the bombardment of information that we consume each day but Oscar’s ability to condense and simplify matters makes a rookie’s journey into a financial world a much more pleasant one…

Humble, patient, and attentive. No matter your cause, or goal, I’m sure he’ll suit you and your family needs…

Oscar is a friend first and financial advisor second, and that’s why he is honest and forthright with his recommendations and unbiased advice. It also helps that he is very task-oriented and driven so he will always do his best to find the best option for you…

I would advice those who are starting to get into financial planning to be open to talking to different financial advisors before committing to one. If I remember correctly, it was the same advice Oscar gave me too when he first met me - that I don’t have to feel pressured to agree to his plan immediately…

He was really attentive towards our situation, trying to find the best methods and solutions for it. He is very detailed and professional in his work…

He takes the time out to not only understand my situation and goals, but also simplify and break down financial terms so a creative like me can understand. I also really appreciate that he is resilient in following up with me despite my late responses…

He left a great first impression as he always appears friendly and approachable. One of the highlight from our financial planning journey so far is how Oscar always takes into consideration my emotional well-being and recommends plans suitable for my needs without pushing it…