Oscar joined Saxon Financial Group full-time in May 2022 after interning with us in early February as a Paraplanner. He graduated Suma Cum Laude from the C.T. Bauer College of Business at the University of Houston. He earned his bachelor's degree in Finance with a certification in Personal Financial Planning, the preliminary steps to becoming a CFP Candidate.
As a paraplanner, Oscar works side by side with our Financial Planner, Investment Team, and Compliance to assist in building personalized financial plans, investment analysis, and operational compliance. Although Oscar is just starting his journey in the financial services world, he is looking forward to working with a dedicated team and is encouraged and equipped to constantly grow his knowledge of investments and financial planning while actively working to shape our clients' financial future in a positive way.
Outside of work, he likes to spend time with his family and the occasional strolls with his dog Lily and is an avid gaming enthusiast.