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.
Top 22 Best Financial Advisors in Irvine
Odyssey Wealth Design named Expertise's Top 22 Best Financial Advisors in Irvine in 2019
Expertise.com finds and reviews the top service professionals in over 200 industries across the U.S. Expertise’s Best Financial Advisors in Irvine award included the following criteria: availability, qualifications, reputation, expertise, and professionalism. *No fee was required for nomination, receipt or promotion of this award which was independently granted. The award was independently granted, and recipients are not required to apply or be a member of Expertise.
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
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
Edgar Ruiz, AWMA®,
Serve First Award 2015
Top Paraplanner Intern 2015