Spending time with colleagues while enjoying golf is always a rewarding experience. A special thank you to Oppenheimer Asset Management for hosting at the Cognizant Classic in West Palm Beach. https://lnkd.in/eQVyp3cb #markets #money #investing #financialplanning #personalfinance #insurance
The Forza Group of Oppenheimer & Co. Inc.
Financial Services
Coral Gables, Florida 192 followers
Guillermo Bicas - FA, Ximena Goñi - FA, Gladys Adriana Escobar - SFA, Antonella Vera - CSA
About us
Guillermo Bicas - Managing Director - Investments Ximena Goni - Senior Director - Investments Gladys Adriana Escobar - Senior Financial Associate Who We Are The Forza Group's mission is to deliver comprehensive financial planning tailored to meet client’s specific goals and objectives. Leveraging the Oppenheimer Asset Management platform and the Group's local and international experience, The Forza Group Advisors have helped clients with their financial planning needs for over 25 years. They provide access to a full spectrum of investment services and solutions that deliver a personalized financial strategy. Why Forza? Forza stands for strength, stability, and conviction. The Forza Group is a time tested international team of advisors uniquely qualified to provide objective, impact oriented guidance to our clients. As a group we embody these core tenets through our approach to financial planning, taking your hard earned assets and building the stable tracks that will take you from where you are to where you want to be. We know our role is to act as the ultimate steward for our clients wealth, and that means standing behind the strategies we recommend. We are invested in your success, alongside you, for the long term. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
- Website
-
https://www.oppenheimer.com/theforzagroup/index.aspx
External link for The Forza Group of Oppenheimer & Co. Inc.
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Coral Gables, Florida
Updates
-
On behalf of The Forza Group of Oppenheimer & Co. Inc. , my partner Ximena Goñi and I extend our gratitude to Adriano Oñate, Lizbeth Sablon, Itandehui Cruz, and the entire ALPFA at UGA team for the opportunity to present at their first session of the semester and talk about Money and Investing. Connecting with motivated students and future leaders was truly inspiring as we shared practical strategies for building strong financial foundations early in their careers. Events like these play a vital role in empowering the next generation of investors. Remember to have a plan and save forcefully; you can thank us in the future. A special shoutout to Michael Tynan, CFP®, and our colleagues on the Oppenheimer Asset Management team and the Marketing Department for their support and collaboration. Your expertise and efforts behind the scenes are instrumental in amplifying our message. We are thrilled to contribute to conversations that matter and look forward to more opportunities to give back to the community. https://lnkd.in/eQVyp3cb #FinancialLiteracy #ALPFAatUGA #Oppenheimer #oppenheimerThinking #markets #money #investing #financialplanning #personalfinance #insurance
-
-
We’re honored to share that our team has been named to Forbes’ 2026 Best-In-State Wealth Management Teams list. This recognition reflects our commitment to delivering thoughtful, personalized strategies and exceptional service to our clients. We’re grateful for the trust our clients place in us every day. https://bit.ly/49u7SCy #ThePowerofOppenheimerThinking #Forbes #ForbesAdvisors#markets #money #investing #financialplanning
-
-
At The Forza Group of Oppenheimer & Co. Inc., “Forza” embodies our philosophy of strength, stability, and conviction in every client relationship. We believe that true strength is a collective effort. It arises from a united team that trusts, communicates, and supports each other. This is why we prioritize team-building activities to recharge and reinforce our commitment to our clients. Investing in our team translates to achieving the best outcomes for our clients. Here are some pictures from our recent team-building activity Sur La Table cooking experience. A special thank you to Ximena Goñi, Antonella Vera, Adriana Escobar, and the entire Oppenheimer & Co. Inc. team for a fantastic year. https://lnkd.in/eQVyp3cb #TeamBuilding #WealthManagement #FinancialAdvisors #oppenheimer
-
-
The 2025 Forbes | Shook Top Advisor Summit was incredible! Oppenheimer & Co. Inc. colleagues and I connected with industry leaders, shared insights, and dove into the latest trends in wealth management. I was left inspired and am looking forward to applying these fresh ideas to better serve our clients and continue to grow our team. I want to thank Ed Harrington, Nicholas Siconolfi, and Joan Khoury and Oppenheimer & Co. Inc. and congratulate Liz Shook, RJ Shook and their whole team for a great event. https://lnkd.in/eQVyp3cb #Forbes #SHOOKResearch #ForbesTopAdvisor #investing #financialplanning #Oppenheimer
-