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Monday 9:05am - 5:05pm Tuesday 9:05am - 5:05pm Wednesday 9:05am - 5:05pm Thursday 9:05am - 5:05pm Friday 9:05am - 5:05pm

Michael Oana Retirement Planning Specialist

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Columbia, SC
Michael Oana Retirement Planning Specialist

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As Retirement Planning Specialists, we love helping our clients to plan and implement their retirement dreams.

As Retirement Planning Specialists, we love helping our clients to plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family. We take great pride in being the financial advisor of choice. We measure daily success in handshakes and hugs and we try to shift the burden of worry away from our clients. Our education, training, hard work and teamwork allow us to serve others while providing for our own families. Michael Oana Retirement Planning Specialist is an independent company. Securities offered through Cetera Wealth Services, LLC, member FINRA SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

4408 Forest Drive Suite 2001, Columbia, SC 29206 (803) 790-8989
CRD #2405535

10/21/2026

Our MORPS service team enjoyed attending the Cetera Regional Fall Forum at Topgolf University Place in Charlotte, NC! We appreciated hearing valuable insights from Cetera, MFS Investment Management, and Horizon Investments.

📣 Office Update: Our entire MORPS team will be meeting in person on Friday, October 23, and our office will close at 2:05 p.m.

Please let us know how we can assist you before then. Thank you for your continued trust and support!

09/17/2026

📣 We’re Growing Our Team!

Our team at Michel Oana Retirement Planning Specialist is growing, and we’re looking for a Full-Time Client Concierge to join us in Columbia, SC!

For more than 30 years, we’ve been committed to serving our clients with professionalism, personal attention, and care. We’re looking for someone who shares those values and enjoys helping people in a professional, team-oriented environment.

📍 Position: Client Concierge — Full-Time, In-Office
📍 Location: Columbia, SC
🗓️ Schedule: Monday–Friday, 8-hour shifts
🎓 Education: Bachelor’s degree preferred

What we’re looking for:

3+ years of Microsoft Office experience

3+ years of customer service experience

Financial industry experience required

Strong attention to detail and communication skills

A genuine desire to provide an exceptional client experience

What you’ll do:

Support our Financial Advisors with administrative tasks

Manage client communications, appointments, and documentation

Maintain accurate client records in our CRM

Assist with client onboarding, financial planning access, and account updates

Benefits include:

Health insurance stipend

SIMPLE IRA match after 6 months

Paid time off and paid holidays

Certification bonuses, including Series 7/11 and SC Life & Health

5-Year Travel Bonus

15-Year Loyalty Bonus

Know someone who would be a great fit? We’d love an introduction! Please share this post with someone who may be interested.

📩 Interested candidates can email [email protected] to request the full job description or apply.

Thank you to our clients, friends, and community for helping us continue to grow!

09/05/2026

In accordance with the FINRA holiday schedule, our office will be closed Monday, September 7, 2026 in observance of Labor Day.

Michael Oana and Team wish you and your family a safe and happy Labor Day.

09/01/2026

2026 Required Minimum Distribution (RMD) Reminder ✨

As we move through 2026, we would like to remind you that if you are subject to a Required Minimum Distribution (RMD), now is an excellent time to review your retirement accounts and ensure your distribution strategy is on track before year-end.

Taking action early can help avoid last-minute complications and ensure compliance with IRS requirements. Our team is here to help you understand your RMD obligations, discuss withholding considerations, coordinate distributions, and answer any questions regarding your retirement income plan.

Please contact Jennifer Heffron, Client Concierge and our RMD Coordinator, to schedule a phone call or meeting at your convenience.

Call or Text: 803-790-8989
Email: [email protected]

Whether you prefer a quick phone conversation, a virtual meeting, or an in-person review, Jennifer can help make the process simple and stress-free.

As part of your RMD planning, Jennifer will discuss your federal and state tax withholding preferences and whether you would like to direct a portion of your RMD to a qualified charitable organization through a Qualified Charitable Distribution (QCD), if eligible.

Please do not hesitate to reach out to Jennifer by phone, text, or email to schedule your RMD review today. While the RMD deadline is generally December 31, we encourage clients to complete their distributions well before year-end.

Jennifer's goal is to have most RMDs finalized by December 1, helping clients avoid the holiday rush and allowing plenty of time to address any unexpected issues.

Finally, please keep us in mind if you have a neighbor, friend, family member, or colleague who needs assistance with their RMD. We would be honored to help them navigate the process and make informed retirement decisions.

RMD Disclosure: If you have already taken your Required Minimum Distribution (RMD) for the year, or if an RMD does not apply to you, please disregard this information.

08/22/2026

Helping More People Prepare for a Confident Retirement 🌟

We’re excited to share that our team at Michael Oana Retirement Planning Specialist is currently welcoming new clients, with a few openings available on our calendar—including Saturday appointments.

Do you know someone who may be preparing for retirement, relocating, or navigating a career change? We’d be grateful if you shared our information with a friend, family member, colleague, or someone in your network who could benefit from retirement planning guidance.

📞 Call or text: 803-790-8989
📧 Email: [email protected]

Thank you for your continued trust, support, and referrals. We’re honored to help more individuals and families take steps toward a confident retirement.

08/21/2026

8-21 8-21 8-21 Some dates change your life....

On August 21 ( 8-21 ), 1997 at 8:21 pm , I met Heather Bragan ...

On August 21 ( 8-21 ), 1998 at 8:21 pm , she accepted my wedding proposal ...

On August 21 ( 8-21 ), 1999 at 8:21 pm, we got married and had our first married dance ...

Three chapters of our story. One unforgettable date and time ...

Today, as we celebrate together at The Greenbrier, I'm reminded that the greatest blessings in life aren't found in places or possessions. They're found in the people who walk beside us

through every season. Heather, thank you for nearly three decades of love, laughter, faith, friendship, and memories. You've been my greatest adventure, my best friend, and God's most

precious gift in my life. At 8-21 at 8:21, I'll pause and thank God for a simple hello that became a lifetime of love. And if I had to do it all over again, I would pick you every single time. 100%

in writing. MO

08/15/2026

We’re excited to share a highlight from last week! 🎉

Michael Oana and Zack Frueauf recently attended Cetera Financial Group’s Connect to Peers conference in Salt Lake City.

Michael had the honor of presenting at the event and sharing his new book, The Financial Advisor’s Guide to Building Trust, with fellow financial professionals. 📖👏

The conference was packed with fresh ideas, meaningful connections, and finding new ways to bring even more value to our clients.

📚 Want to check out Michael’s new book? It's available now on Amazon!

We’re grateful for your continued trust and support. We can’t wait to put these new insights, connections, and ideas to work for you! 🙌

08/12/2026

Just back from an incredible Connect to Peers experience in Utah! ⛰️

It was a fantastic few days filled with great conversations, valuable insights, new connections, and plenty of fun. I especially enjoyed the opportunity to connect with so many advisors and share ideas that we can take back to our businesses and clients.

A big thank you to everyone who made the event so memorable. I’m grateful for the relationships, the learning, and the opportunities that came from simply getting together.

Already looking forward to the next one! 🙌

08/08/2026

We’re excited to share that this past week, MO and ZF had the opportunity to attend the Connect to Peers conference hosted by Cetera Financial Group in Salt Lake City, Utah.

MO was also honored to present during the event, making it an especially rewarding experience. The conference brought together financial professionals from across the country to exchange ideas, share successful strategies, and learn from one another.

Opportunities like these allow us to stay current on industry best practices, emerging trends, and innovative approaches so we can continue providing the highest level of service and guidance to our clients.

Thank you for your continued trust and confidence in our team. We look forward to putting these new insights and connections to work for your benefit and helping you achieve your financial goals.

08/05/2026

We’re excited to share highlights from Michael’s recent trip to New York City, where he promoted his new book and participated in a speaking engagement with Asset TV.

The visit was a wonderful opportunity to discuss the key ideas from the book. We’re grateful for the engaging conversations and warm reception throughout the trip.

If you missed the conversation with Asset TV, you can watch the full interview here:

Watch the interview: https://www.assettv.com/player/default-player/de996398-aec1-4f10-9a83-a1466ea53265

Thank you for your continued partnership and support. We look forward to sharing more updates and insights with you in the future.

Address

4408 Forest Drive Suite 2001
Columbia, SC
29206

Opening Hours

Monday	9:05am - 5:05pm
Tuesday	9:05am - 5:05pm
Wednesday	9:05am - 5:05pm
Thursday	9:05am - 5:05pm
Friday	9:05am - 5:05pm

Telephone

+18037908989

Website

http://www.michaeloana.com/

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