Richard Oaster, CFP®, MBA

Private Wealth Manager Managing Partner

24 Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies


  • I enjoy a variety of sports, and enjoy golf and bicycling
  • I have completed a marathon and several triathlons
  • I have my private pilot's license and enjoy flying 

Community participation

  • Eastridge Kiwanis member


  • Certified Financial Planner
  • MBA in Finance


  • Miami University, Oxford, OH - MBA in Finance, 1991
  • Clarkson University, Potsdam, NY - BSEE in Electrical/Computer Engineering, 1988

Professional associations

  • Financial Planning Association