Team

At Odyssey Wealth Design, we are a relatively small and close-knit group, all working together to provide you with the personalized attention you deserve. As our group is small, we are able to focus on and cultivate our company culture. The cornerstone of our culture is the philosophy of service first, last, and always. We also focus on care, respect, and integrity. Our goal is to make every interaction with you as enjoyable and engaging as possible as we believe this will lead to more engagement to the on-going financial planning process and therefore more success towards your goals.

In addition to our direct team who you as the client will be interacting with, we have access to the knowledge and resources of a Fortune 250 company through our affiliation with Lincoln Financial Group. This affiliation does not limit our product and service offerings as we have an open architecture as independent advisors; however it does enhance our ability to service our clients.

Roberto J. Duran, CFP®, ChFC®, CRPC®

Private Wealth Advisor

(949) 623-1762

Roberto.Duran@lfg.com

Financial planning is very personal. When people share their private concerns, hopes & dreams about their financial lives, you have to take that very seriously. My clients put their confidence in me & I help them toward a sense of security.

Ana Kline

Director of Client Services

(949) 623-1776

(949) 474-6876

Ana.Kline@lfg.com

Ana Kline is the Director of Client Services for Odyssey Wealth Design, working directly with clients to build long-term relationships and provide 5 star service...

Edgar Ruiz, AWMA®

ParaPlanner

(949) 474-6858

(949) 724-8977

Edgar.Ruiz@lfg.com

Edgar works with our planners to gather and analyze financial data, which is central in the design of comprehensive financial models unique to each of our individual clients...