Tonight we welcome Mr. Tunde Ogunlana, Founder of Axial Family Advisors, to our show for the first time.
Tunde founded Axial Family Advisors in 2015, after having spent his career employed by one of the world’s largest financial services firms at the time. Feeling limited in his ability to provided independent advice, along with the limitations that come with working at a large organization, the need to step out on his own and form a firm that would provide a holistic approach to working with clients was a natural progression.
For his career, Tunde has earned the Series 7 and Series 66 (Investment Advisor Representative) securities registrations, as well as the Series 24, General Securities Principal registrations. Additionally, to expand his professional credentials, Tunde has earned the designation of Certified Fund Specialist (CFS), along with passing the CERTIFIED FINANCIAL PLANNER Practitioner™ exam in 2009. Tunde has served as an expert witness in several divorce cases in Broward County, Florida, in helping with portfolio distribution analysis and reviewing the complex nature of the financial picture in question.
Guests:
Peter Gelbwaks - peter@gelbwaks.com
954-684-2000
Tunder Ogunlana - tunde@axialfamilyadvisors.com
Direct: 954-453-7157
Tel: 954-453-7919
Michael L. Banner
President & CEO
Professional Mortgage Alliance, LLC.
E-Mail – mbanner@pmanow.com
Cell – 727-224-3859
NMLS# - 386692
Hosted on Acast. See acast.com/privacy for more information.
