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Awards & Recognition 

Ted T. Santon Five Star Team Award 2016 & 2018

Ted T. Santon Five Star Team Award 2016 & 2018

Odyssey Wealth design has been chosen as the very first recipient of the prestigious Ted. T. Santon Five Star Team Award. This award recognizes the team who best exemplifies World Class Standards and provides an exceptional five star experience for the clients they serve.

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Top 22 Best Financial Advisors in Irvine

Top 22 Best Financial Advisors in Irvine

Odyssey Wealth Design named Expertise's Top 22 Best Financial Advisors in Irvine in 2019

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<b>Roberto J. Duran, CFP&#174;, ChFC&#174;, CRPC&#174;&#160;</b>

Roberto J. Duran, CFP®, ChFC®, CRPC® 

Premier Partners Member

Lifetime Resource Group Member

Million Dollar Round Table Qualifier

Mitchell T. Curtis Award

Ted T. Santon 5 Star Team Award 2016 & 2018

ABS Top of Table Life Insurance Award 

2003 Planning Award

 

<b>Ana Kline</b>

Ana Kline

Lincoln Financial Network's Staff of the Year Top Honoree 2019

Winner of the Ted T. Santon 5 Star Team Award 2016 & 2018

Winner - Lincoln Financial Network's Staff of the Year 2013

Winner - Lincoln Financial Network Bravo Award 2012



<b>Edgar Ruiz, AWMA&#174;,&#160;</b>

Edgar Ruiz, AWMA®, 

Serve First Award 2015

Top Paraplanner Intern 2015

Million Dollar Round Table (MDRT), Top of the Table, Court of the Table: To qualify for the Million Dollar Round Table and Top of the Table members must meet a certain level of premium, commission or income during the year. For details please visit http://bit.ly/2eFx0ex

Premier Partners: Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.  

Ted T Santon Team Award: *An internal LFA award based on year over year productivity growth and customer service. 

Bravo Award: An internal Lincoln Financial Network recognition where employees nominate colleagues who go above and beyond expectations.