Company description
Otium Advisory Group is a commercial firm offering its business clients comprehensive financial solutions through financial planning and investment management. With John Pak as its founder, a certified financial planner who stepped into the financial advisory field almost two decades ago. The firm proficiently serves busy Gen X, working professionals & corporate executives based in Los Angeles, Orange County, and surrounding cities of California.
As rules go by, phenomenal success required extraordinary efforts and undying commitment on our part which we discharged off professionally & efficaciously. With a two-decade experience, coming up with a perfect 6-step strategy fitting all of your financial needs, producing instant & desired result.
Our Specialty Menu
The abridged version of our 6-step formulation goes as beneath:
a) Discuss & establish the scope
b) Gather relevant information
c) Analyze & evaluate the gathered data
d) Chalk out a workable plan
e) Implement & set in motion the plan
f) Monitor continuously & retain client
At Otium AG, we are aware of all monetary probabilities going both ways, producing the anticipated and the unexpected. Keeping to our philosophy of staying simple, smooth & smart we help you with achieving your goals exactly as envisioned & wished.
Our Services Pickbox
Our catered financial services do stand apart from the rest by the virtue of being 100% customized, tailored to deliver what is required of them in true exactness. All financial advisory services have been explicitly bracketed according to time & need extent.
1 The Introductory Model is the complimentary one-hour initial meeting used as primary engagement to evaluate compatibility.
2 The Hourly Model is meant to provide a paid quick second opinion for the ongoing relationship non-seeker client.
3 The Project Model caters to limited number of topics, sessions & hours for the ongoing relationship non-seeker client.
4 The Retainer Model features year-round planning with unlimited topics, sessions, workshops & lectures with complimentary investment management service.
5 The Management Model deals with investment management advice, construction & optional financial management solutions with complimentary financial plan service.
Our Unique Seller
On the financial front, we don't only help you; we build you from scratch, we mend all the potholes.
Our Contact Info
Give us a call at: (310) 806-9454
Drop us an email via website form.
Social Media presence: Find & follow us on Twitter & LinkedIn.
For In-person meeting: 12100 Wilshire Blvd, Los Angeles
111 West Ocean Blvd #400, Long Beach
879 W 190th Street #400, Gardenia
135 South State College Blvd #200, Brea
URL: www.otiumag.com
