Trent Oki, Financial Advisor located in Bend, OR

Financial Advisor
Trent W Oki

MBA, CFP®, ChFC®
320 SW Upper Terrace Dr, Suite 103, Bend, OR 97702opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • New Investors
  • Sustainable Investing
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Mountain Biking
  • Car Restoration
  • Home Improvement
  • Baseball
  • Traveling

Team Members

  • Traci King
    Registered Branch Associate
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(541) 948-8832

Fax

(877) 566-9510

Office Address

320 SW Upper Terrace Dr
Suite 103
Bend, OR 97702opens in a new window

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