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Biography
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Sandip S Sehmi, President OC Wealth Advisors IS
- Series 6, 7, 24, 63, 65 registrations
- Registered Principal of LPL Financial
- California Insurance License #0D15449
- Member Financial Services Institute
- Bachelors of Science From University of California, Irvine
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Sandip Sehmi began his career in Financial Planning in 1997 after earning his bachelors degree from the University of California, Irvine. Sandip started at a boutique firm in Irvine, California and has dedicated himself to his clients. He founded OC Wealth Advisors with the vision of establishing a financial planning powerhouse with the utmost regard to client service and honest advice. Experience and hard work have led Sandip to his personal mission of "focusing on doing it right".
Charles Santos, Vice President, OC Wealth Advisors IS
- Charted Life Underwriter since 2006
- California Insurance License #0F69508
- Series 6, 63 registrations
- Member of Estate Planning Council
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Charles Santos began his financial services career at Pacific Life in Newport Beach Ca. He specializes in retirement, transition and protection strategies for business owners and executives. As a Field Vice President for Pacific Life, Charles developed the experience and passion to work closely with clients to uncover commonly overlooked needs and implement creative solutions. Charles makes his home with his wife and children in Tustin Ranch, CA.  |