Owen Komperdo

Senior Wealth Planner

Given my passion for planning and watching people achieve their financial goals, becoming a financial planner was a natural fit. I take great pride in understanding my clients ‘why’ by asking the right questions and by using quantitative and qualitative analysis to reveal their goals, identify potential obstacles to those goals, and then provide solutions to those obstacles. I believe that building a strong, trust-based relationship with my clients is the best way to earn their business.

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