Meet Our Team
Our mission is to empower individuals and families
to achieve financial security and peace of mind,
particularly as they approach and enter retirement.
At Oasis Financial Advisors, we recognize that no single strategy fits everyone. We believe in providing personalized, comprehensive financial guidance that aligns with each client's unique goals and values.
We've found that our team approach is often the most effective method to assist clients with diverse needs as they navigate the complex world of financial services.
By bringing together professionals with varied backgrounds, education, and experience, we offer our clients the benefit of multiple perspectives and a broader range of expertise.
From planning to execution to follow-up, we're here to provide the guidance and support you need to make confident financial decisions. Contact us today to learn more about how we can assist you in achieving your financial objectives.
Advisors
Brian Teta CFP®, ChFC®, CLU®, RICP®
Certified Financial Planner, Financial Advisor
607-821-1572
brian.teta@ceterainvestors.com
A Long Island, New York native, Brian moved to the Binghamton area to attend college and graduated from Binghamton University, where he met his wife Billie. Brian joined First Investors in 2000 as a Financial Adviser and transitioned...
Kenneth Walcyk CPFA®, CFS®, AAMS®,RICP®
Financial Advisor
315-299-5305
kenneth.walcyk@ceterainvestors.com
Ken is a graduate of Marquette University and has over 25 years experience. He has also guest lectured at Cornell University.
Benjamin Herrick
Financial Advisor
518.478.8743
benjamin.herrick@ceterainvestors.com
Ben became a financial professional after witnessing people in his personal life struggling to find the help they needed in planning their financial future. He saw firsthand the effects that lack of financial education, discipline and...
Team
"Before anything else, preparation is the key to success."
- Alexander Graham Bell
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on 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.