Meet the Local Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Pillar Wealth Strategies

Oswaldo Gomez, CFP®

President

949-623-1759

gomez@pillarwealthstrategies.com

OSWALDO GOMEZ is a CERTIFIED FINANCIAL PLANNER™ Practitioner with Pillar Wealth Strategies and is registered with Osaic FA, a comprehensive financial planning firm. Oswaldo provides the full range of fee-based...

Home Office Resources

Robert E. Appel, J.D.*, LL.M., M.B.A.

Second Vice President of National Design/Advanced Planning

Member of the American and Connecticut Bar Associations.BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University...

Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...

Dianna Parker, CFP®

Director of Planning

Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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