Roland

ABOUT Roland

Our firm name "Optura" comes from the Latin root words "Optimo Futura" = means optimizing the Future.

We are a comprehensive financial planning and investment management firm that provides additional capabilities with experts and outsourced solutions in different areas such as investment management, tax planning, cash management, educational planning, estate planning, etc.—similar to a family office without the high minimums.

Designations

Qualifications

Together our team members have backgrounds ranging from banking, institutional investing, and alternative investments to statistical analysis, and financial technology. Our experts have held seats on institutional investment committees and have deep expertise in quantitative methods and statistics unlike traditional advisors.

Our planning process and investment management is evidence-based, bringing together elements of data science, fintech, and institutional strategies. Our principals have worked in tech and finance companies including Ernst and Young, i2 Technologies, Symphony, Oracle, The SAS Institute, Deloitte, and Accenture. We are also entrepreneurs having founded business banking ventures and worked with the SF Bay Area startup community.

Licensed - Yes

License No - 6228711

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Business Consulting

Meetings Offered

My Office
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends