Advisors at this firm
Richard D
Series 63, Series 65
Oklahoma City, OK
Triton Financial Group, Inc
Richard Diangelo is a financial advisor at Triton Financial Group, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Triton Financial Group, he worked at Capstone Triton Financial Group LLC and has been involved with Kachina Investment LLC since 2003. Triton Financial Group provides discretionary portfolio management, wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs a primarily long-term investment approach combining fundamental, technical, and cyclical analysis to construct customized portfolios across individual securities, mutual funds, and ETFs.
Andrew O
CFP®, Series 66
Oklahoma City, OK
Triton Financial Group, Inc
Andrew Oster is a CFP® with 23 years of industry experience, currently serving at Triton Financial Group, Inc. He has previously worked at Capstone Triton Financial Group LLC and SAGEPOINT FINANCIAL. Outside of advising, he serves on the board of directors for Monscierge, Inc., a company that develops and manages a guest experience platform for the hospitality industry. Triton Financial Group provides discretionary portfolio management, wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs a primarily long-term investment approach that combines fundamental, technical, and cyclical analysis to build customized portfolios across various asset types.