ADVISORY TEAM

UNION CAPITAL GROUP U.S.A.

X

OSCAR FLORES DE VALGAZ

DIRECTOR, ADVISORY SERVICES

 Oscar focuses on providing individualized financial advice to retirement plan employees, affluent families, corporate executives, and business owners, both locally and outside of the U.S. He brings a specialized experience working with non-US investors and has an extensive understanding of their particular needs. Oscar has a decade of experience developing strategies designed to help clients build and preserve wealth. He specializes in fixed income and tax-efficient portfolio strategies. With over a decade of experience, Oscar’s career spans roles within several distinguished firms such Merrill Lynch, Morgan Stanley and Citigroup. He received a B.S. in Psychology / Youth Ministries from Nyack College with graduate work in Biblical Studies from Alliance Theological Seminary.

CONTACT

ADDRESS:

275 Madison Ave, Floor 38

New York, NY

10016

 

PHONE:

+1 646 809-3603

 

EMAIL:

oscarfdv@ucapasset.com