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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.

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!

Retirement spending is about understanding which purchases mean the most to you, and which just cost money. Learning the...
10/22/2026

Retirement spending is about understanding which purchases mean the most to you, and which just cost money. Learning the difference can help you relax as you spend the savings you’ve worked hard for. To learn more, read my latest blog at www.ohanawealthmanagement.net/blog

For most of your working life, the math was simple: save more, spend less, let time compound the difference. That discip...
10/21/2026

For most of your working life, the math was simple: save more, spend less, let time compound the difference. That discipline is probably why retirement looks the way it does today. But somewhere around the day the paychecks stopped...

For most of your working life, the math was simple: save more, spend less, let time compound the difference. That discipline is probably why retirement looks the way it does today. But somewhere around the day the paychecks stopped, the math changed, and a lot of retirees kept...

Read the latest issue of Financial Watch here:
10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate ...
10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“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...

Connecting everyday decisions can help you stay on track and spend intentionally. Learn the difference between spending ...
10/16/2026

Connecting everyday decisions can help you stay on track and spend intentionally. Learn the difference between spending intentionally and spending reflexively. Read my latest blog for more information, at www.ohanawealthmanagement.net/blog

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
10/16/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

It's   - it's a great time to look at your credit score and see if you're on track with your financial goals, as well as...
10/15/2026

It's - it's a great time to look at your credit score and see if you're on track with your financial goals, as well as review your credit history to ensure there are no errors. https://finmasters.com/improve-credit-score/

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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