Tim Oshima

Tim Oshima

Insurance and Financial Advisor to Companies and Individuals
San Francisco, California, United States

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Work Experience

Acclaro Wealth Manangement

Owner, Managing Principal, Certified Financial Planner; wealth management; financial planning

2012-09-01 - Present

East Bay Leadership Council

Health Care Task Forces

2011-01-01 - Present

Simplera Benefits and Insurance Solutions

Principal

2008-08-01 - Present

GuideFinancial

Advisor

2013-05-01 - 2015-05-01

California Advisory Council-Contra Costa County

Board of Directors

2009-12-01 - 2011-01-01

Employee Advisory Council

Board of Directors

2009-01-01 - 2014-12-01

Northern California HR Association-East Bay Chapter

Board Chair

2008-10-01 - 2011-06-01

Center for Human Development

Member of Board of Directors

2008-08-01 - 2010-01-01

Sitzmann, Morris, and Lavis

Senior Benefits Consultant

2006-01-01 - 2008-08-01

UnumProvident

National Client Manager

2001-01-01 - 2005-01-01

Vicinity

Account Manager-Sales

2000-01-01 - 2001-01-01

American International Group

Sales Executive

1997-06-01 - 2000-06-01

McKesson

Senior Benefits Analyst

1996-01-01 - 1997-01-01

Watson Wyatt Worldwide

Benefits Consultant

1994-01-01 - 1996-01-01

Aetna HealthCare

Financial Consultant

1989-06-01 - 1994-06-01

Skills

socially responsible investments investment management financial planning wealth management financial advising financial services

Languages

English