01. About Us

We are a full-service financial firm committed to helping people pursue their financial goals.

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02. Our Philosophy

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

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03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Meet Your Advisor

David Ocasio

Chartered Financial Consultant®

I deliver retirement solutions. In my practice, I tend to focus on capital preservation and retirement income planning. I bring over 20 years of experience with highly dedicated support. I'm an advocate of education in retirement planning and have helped many families, pre-retirees and retirees create the retirement of their dreams.

As a Chartered Financial Consultant® (ChFC), Federal Retirement Consultant (FRC) as well as a fiduciary advisor, I deliver a unique blend of experience and knowledge to families I work with.

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Ocasio Financial Services is a full-service financial firm committed to helping families, pre-retirees and retirees create the retirement of their dreams.

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Blogs

What Recent Inflation Signals Mean for Financial Planning

David Ocasio |
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers provided important context about the direction of inflation and interest rates. For anyone trying to make sense of their money right now, understanding these shifts matters. Inflation Didn’t Disappear—But It’s Slowing...
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Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

David Ocasio |
Categories
Investments
Finance
Savings
Risk Management
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result: your brain hijacking your long-term investment strategy. If you've ever felt paralyzed by market highs or panicked during market lows, you're not an outlier. You're human. The brain’s wiring is great for responding to immediate danger, like avoiding a snake. But that same instinct can...
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Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

David Ocasio |
Categories
Finance
Investments
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.” 1 All-time highs have an interesting effect on investor behavior and psychology. Many investors can feel a nagging voice that whispers "wait for a better entry point" when markets are climbing. It's human nature to want to buy low and...

Educational Videos

 

The Very High Cost of Waiting to Save for Retirement

 

What’s Your Risk Management Plan?

 

3 Key Elements to Early Retirement Success