Our Charitable Planning Specialist Team

Opportunity

Center of Hope will provide you with the unique opportunity to strategize with Michael Oliver and Marguerite Rangel to maximize the efficiency of your charitable giving.  They will work with you to envision a superior financial future, then help you, step by step, build towards that future.  They do this by showing you a clear picture of where you are today and listening to your concerns for tomorrow, to meet all of your financial goals. This includes retirement income, the inheritance you will leave behind, and the legacy you leave to Center of Hope.  By recognizing your desires and spotting the things that must change, they can help you build financial wealth as you create richer lives for yourselves and your families.

michael a. oliver, CLU®, ChFC®

Philosophy:

Michael works with clients to identify their definitions of legacy and financial security.  He and his team then focuses on innovative strategies and provide professional direction that help make those financial goals a reality. Philosophically speaking, Michael strongly believes his competitive advantage is his process as he places more emphasis on what his client’s value the most…rather than what they have of value.

Specialization:

Michael specializes in retirement, insurance and charitable planning strategies.  His mission is to develop enduring relationships with clients by providing professional guidance for a lifetime of financial security and tax efficiency. As a financial specialist, Michael’s process is unique as he places more emphasis on what his client’s value the most…rather than what they have of value.

BACKGROUND:

Growing up in Orange County, CA, Michael began his professional career of helping individuals in the sports marketing industry, in which he worked with athletes and entertainers and “bridged the gap” between sports and corporate America. It was in 2004 where made a career change to the financial services industry and began his career with Northwestern Mutual. Shortly after making a career change, he succeeded in qualifying for both Bronze and Silver Awards in his first two years of being a full-time advisor

marguerite rangel, jd, CLU®, ChFC®

Marguerite Rangel, JD CLU® ChFC® is with Pacific Advisors in Beverly Hills, California.  Her practice focuses on all aspects of planning for individuals and businesses, with special knowledge in charitable and investment planning, estate tax issues, executive benefits, and business succession.  A National Football League Players Association Financial Advisor, she is exceptionally skilled in working with clients to address issues of wealth protection and tax mitigation. She serves clients on a nationwide basis.  

Marguerite received her Juris Doctor from the University of San Francisco School of Law and her Bachelor of Arts in French from Humboldt State University.  She studied at the Universidad Nacional Autonoma de Mexico in Mexico City and at the Alliance Française and the Institute of International and Comparative Law, both in Paris.  She received her Certified Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College in Bryn Mawr, Pennsylvania.  A longtime member of the State Bar of California, she is also a member of the National Association of Women Business Owners and serves as a trustee of the Los Angeles chapter’s foundation.  Marguerite is a founding member of the Board of Trustees of Valor Academy, a charter academic middle school created for underprivileged youth in Los Angeles.  Valor Academy recently merged with Bright Star Schools, a larger charter school organization where Marguerite serves on its board.  

Marguerite is an Investment Advisor Representative of Park Avenue Securities (Series 65) and has General Securities Representative (Series 7) registrations.

She is a member of American Association of Life Underwriters, and serves on the AALU Wealth Transfer Committee, the Society of Financial Service Professionals, and other professional associations, and serves on the boards of numerous nonprofit organizations.