Ohana Wealth Management

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Ohana Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Ohana Wealth Management, Financial Consultant, 2901 Park Avenue Suite B1, Soquel, CA.

Native American Heritage Month is a time to honor and celebrate the rich cultures, traditions, histories, and contributi...
11/03/2026

Native American Heritage Month is a time to honor and celebrate the rich cultures, traditions, histories, and contributions of Native American, Alaska Native, and Indigenous peoples. This month provides an opportunity to learn from Indigenous communities, recognize their enduring impact, and reflect on the importance of preserving their heritage for future generations.

This Monthly Recap summarizes market performance, major events, and news from October 2026. Read more here:
11/03/2026

This Monthly Recap summarizes market performance, major events, and news from October 2026. Read more here:

October was volatile for equities. Both the tech-heavy Nasdaq Composite and the S&P 500 reached new all-time highs but closing the month well below their…

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove ...
11/02/2026

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove the weakness in tech stocks, why investors are focused on earnings guidance over headline results, and how key economic data, geopolitics, and the midterm elections could shape markets in the days ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Happy Halloween! 🎃👻 Whether you're dressing up, decorating, or enjoying some seasonal treats, Halloween is the perfect ...
10/31/2026

Happy Halloween! 🎃👻

Whether you're dressing up, decorating, or enjoying some seasonal treats, Halloween is the perfect time to connect, celebrate, and have a little fun. Wishing everyone a safe and spooktacular day filled with creativity, laughter, and plenty of sweet surprises.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
10/30/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether y...
10/29/2026

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether you can afford something, but whether it reflects what you actually value. Read my latest blog to learn more, at www.ohanawealthmanagement.net/blog

Somewhere along the way, the question shifts from “can I afford this” to “does this actually matter to me.” That questio...
10/28/2026

Somewhere along the way, the question shifts from “can I afford this” to “does this actually matter to me.” That question gets more relevant as wealth grows. More resources tend to bring more requests, more opportunities, and more quiet...

Somewhere along the way, the question shifts from “can I afford this” to “does this actually matter to me.” That question gets more relevant as wealth grows. More resources tend to bring more requests, more opportunities, and more quiet pressure to spend in ways that don't...

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with h...
10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where ...
10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Address

2901 Park Avenue Suite B1
Soquel, CA
95073

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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