Michael Oxford's Bio
Michael Oxford is president and founder of Oxford Retirement & Estate Planning, Inc. (OREP). He began his career in 1980 in the financial service industry, specializing in investment products, insurance and annuities. Michael started his career at age 21 with Mutual of Omaha, where he began working with retirees. Four years later, he struck out on his own as an independent advisor working in the retired market. In July 1997, he founded his own firm, OREP.
As an independent financial advisor, Michael seeks out the highest quality solutions both in the investment markets as well as insurance products. He doesn't charge for consultations! Fortunately, OREP's culture of giving advice without cost has helped many families help themselves. Michael has been teaching Adult Financial Education Classes monthly for many years. His hope is to aid families nearing retirement to make better decisions which can affect their retirement experience.
Michael holds a Series 65 investment advisor registration, as well as an insurance license.
His areas of expertise are wealth management, risk management, IRA planning, strategic tax planning, charitable planning, long-term care and income planning.
Michael lives in Glendale, Arizona, with his wife Sherri. They have two beautiful daughters, Brittny and Paige. Their crazy bichon-poodle mix puppy keeps their family entertained. Michael enjoys hiking, relaxing at their family cabin in Prescott, Arizona, and salmon fishing in Canada and Alaska every summer. He is also active in the community, serving as president of the Arizona Cowboy Mounted Shooters Association from 1998 - 2002 and on the Grand Canyon chapter of the American Red Cross board of directors from 2001 - 2005.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Global Financial Private Capital, LLC (GFPC). GFPC and Oxford Retirement & Estate Planning, Inc. are not affiliated companies and do not offer tax or legal advice.