OCEANSIDE WEALTH MANAGEMENT, LLC
JUPITER, FLORIDA

, which provides information about firms and financial advisors. Kevin Ford has been a Financial Advisor since 1997. He started his career with Edward Jones Investments in Tequesta, FL and ran that branch for over 12 years serving the Northern Palm Beach community. In 2010, Kevin ventured out to found the firm Oceanside Wealth Management as a means to offer his clients unbiased financial advice. His background includes the achievement of a Bachelor of Science degree in Political Science with a minor in Economics. Kevin has also earned several industry designations, including; Accredited Asset Management Specialist, the licenses series 7 & series 65, and the license for Health Insurance, Life and Variable Annuities. Kevin currently lives in Palm Beach Gardens and has served on many boards and service groups in his local community during his career. He is originally from St. Louis Missouri, where his Parents and Sister live today and where Kevin learned a solid foundation of values that drive his business. Kevin has one son, Logan, who inspires him to be the best Father and business person that he can be. His philosophy is to provide service and advice to his clients as though they are family. Anthony started his career in the financial services industry as an advisor in 2003 with A. G. Edwards in West Palm Beach, FL after earning his M.B.A. from Florida Atlantic University. He held positions with National City Bank and Summit Brokerage before starting Cisek Capital in 2009. In 2016, he merged his operations with Oceanside Wealth Management in order to join several other like-minded professionals with the goal of providing the highest level of service and expertise to his clients. Anthony’s primary area of focus is the needs of business owners and their unique investment & retirement challenges. Anthony earned his undergraduate degree in Business Administration from the University of Central Florida in the field of Hospitality Management. Additionally, he holds the Accredited Asset Management Specialist designation, the licenses series 7 & series 65, and the license for Health Insurance, Life and Variable Annuities. Charna is the welcoming colleague you will see when you visit our Jupiter office and the friendly voice you hear when you call into the firm. She joined Oceanside Wealth Management in December of 2009 and serves as the firm’s Administrative Assistant. She is responsible for office management, client service, hospitality, scheduling and preparing materials for client appointments and reviews. Charna also is a primary contact for client account servicing needs. , which provides information about firms and financial advisors. Kevin Ford has been a Financial Advisor since 1997. He started his career with Edward Jones Investments in Tequesta, FL and ran that branch for over 12 years serving the Northern Palm Beach community. In 2010, Kevin ventured out to found the firm Oceanside Wealth Management as a means to offer his clients unbiased financial advice. His background includes the achievement of a Bachelor of Science degree in Political Science with a minor in Economics. Kevin has also earned several industry designations, including; Accredited Asset Management Specialist, the licenses series 7 & series 65, and the license for Health Insurance, Life and Variable Annuities. Kevin currently lives in Palm Beach Gardens and has served on many boards and service groups in his local community during his career. He is originally from St. Louis Missouri, where his Parents and Sister live today and where Kevin learned a solid foundation of values that drive his business. Kevin has one son, Logan, who inspires him to be the best Father and business person that he can be. His philosophy is to provide service and advice to his clients as though they are family. Anthony started his career in the financial services industry as an advisor in 2003 with A. G. Edwards in West Palm Beach, FL after earning his M.B.A. from Florida Atlantic University. He held positions with National City Bank and Summit Brokerage before starting Cisek Capital in 2009. In 2016, he merged his operations with Oceanside Wealth Management in order to join several other like-minded professionals with the goal of providing the highest level of service and expertise to his clients. Anthony’s primary area of focus is the needs of business owners and their unique investment & retirement challenges. Anthony earned his undergraduate degree in Business Administration from the University of Central Florida in the field of Hospitality Management. Additionally, he holds the Accredited Asset Management Specialist designation, the licenses series 7 & series 65, and the license for Health Insurance, Life and Variable Annuities. Charna is the welcoming colleague you will see when you visit our Jupiter office and the friendly voice you hear when you call into the firm. She joined Oceanside Wealth Management in December of 2009 and serves as the firm’s Administrative Assistant. She is responsible for office management, client service, hospitality, scheduling and preparing materials for client appointments and reviews. Charna also is a primary contact for client account servicing needs. Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in. Client-centric wealth management services aimed at helping affluent individuals and couples preserve their wealth and enhance growth potential. We’ll help you make informed choices about your wealth so that you can enjoy the things that are important to you. Let’s create a financial plan that serves as a roadmap for your short and long-term investments. We’ll design a plan to help you reach your goals based on your most deeply held values Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.