About Us

Who We Are 
Work With Us

As Certified Financial PlannerTM professionals, our advisors are dedicated to helping you navigate your financial planning journey through guidance, education and ongoing communication.

About Us 
Meet The Team

Sebastian Oukassou&#160;<br/><sup>Founder and President</sup>

Sebastian Oukassou 
Founder and President

Sebastian Oukassou is a Wealth Advisor and holds credentials from the American College of Financial Planning, including the Certified Financial PlannerTM designation. As an insurance licensee with Securities licenses 6, 7 and 63 with LPL Financial, Sebastian has a passion for finance with sixteen years experience in Investment, financial planning and risk management .

Beyond the financial realm, Sebastian is a dedicated husband, proud father of a Maltese, and an active supporter in community development. He has served as a board member for 7 years at OKC Ballet and contributed as Treasurer Volunteer for 3 years. Outside of work, Sebastian enjoys staying active through workouts and running, and cherishing moments with his family.

Known for his outgoing and open-minded nature, Sebastian finds joy in traveling, learning about diverse cultures, and indulging in new culinary experiences. His personality is a blend of Friendly, optimistic, and empathetic.

Contact Us 
We Want to Hear
From You

Allow us to become part of your journey, We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

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