Roger D. Oprandi, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Roger D. Oprandi, Jr. CFP®

ChFC®, CIMA®

Financial Advisor

Ameriprise Financial Services, LLC

9350 S Dixie Hwy, Ste 1410
Miami, FL 33156
FINANCIAL ADVISOR'S WEBSITE
(786) 264-4955 CONNECT WITH Roger
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General

Roger Oprandi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Miami, FL and the surrounding communities.

Financial Advisor Overview

Vega & Oprandi Wealth Partners is a team of private wealth advisors committed to the advancement and well-being of our clients, associates, and community.  We operate under the belief that our ultimate success can only be achieved by putting the needs of others first.

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Financial Advisor Experience

I began my career working as an intern for a financial advisor at American Express Financial Advisors in 1997.  After graduating with my bachelor's degree in finance from Florida International University in 1999, I joined American Express and began my career as a financial advisor. In 2006 I became a CERTIFIED FINANCIAL PLANNER™ and began my team practice with Gustavo Vega. Today we are a team of nine working every day to help our clients make the most of the financial resources they have.
 
At the core of our business is the desire to help people. Over the last decade and a half, I have been privileged to help dozens of individuals and families accomplish their financial goals.  I am grateful for that opportunity.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Other - APMA

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

None/NA

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FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources