Chairman & CEO
A third-generation member of the Oberlin family to lead a broker/dealer, Cliff Oberlin is the Founder, Chairman and CEO of Oberlin Wealth Partners, a Registered Investment Advisor and Oberlin Financial International, a FINRA Registered Broker/Dealer, serving the ultra-affluent with an office in Miami and an Operations Center in Ohio. Cliff was also Founder, President and CEO of NRP Financial, Inc., a broker/dealer and registered investment adviser founded in 2000. NRP Financial and NRP Advisors grew to over 450 Registered Representatives, 150 offices and over $50,000,000 in revenue prior to being acquired by LPL Financial in December 2010. NRP was a two time INC 500 company, ranking #2 on the list in 2009.
Meet The Team
The cornerstone of any organization serving the needs of the affluent is people. This means people who are excellent listeners and who can best understand the complexities of family dynamics, business succession and philanthropy all superimposed over a notion of wealth stewardship. In short, people who know how best to serve the client.
Oberlin advisors have deep expertise in wealth management and client service. For many decades Cliff Oberlin and JC Campuzano have each had the opportunity of working with some of the best people in the financial services industry. Today, Cliff and JC now lead the very talented group of professionals, consultants and subject matter experts who together serve as Oberlin advisors.
Cheryl Hann
Operations Director
Cheryl has worked with Oberlin family-related businesses for over 23 years. Cheryl joined MFI Investments Corp. in 1996 in Private Client Services. She transitioned to NRP Financial in 2000 as Supervisor of Operations until its sale to LPL in 2010. At that time, she moved to an entity that became Oberlin Wealth Partners, LLC where she serves today as Director of the Ohio-based operations center for the firm.
Peter G. Sasaki
Expert-in-Residence
Peter is the co-founder of SDS Family Office, a combination of single-family offices. While the organization provides a broad range of expertise to family members, the portfolio focus is on difficult-to-access, best-in-class investments in private equity, venture capital and marketable alternatives.
Frank W. Seneco
Expert-in-Residence
Frank W. Seneco is President of Seneco & Associates, Inc., one of the leading wealth planning firms specializing in structuring sophisticated life insurance solutions. He is also President of Seneco Global Advisors Ltd., an offshore insurance consultancy. Frank is a Registered Representative with Oberlin Financial International, a FINRA Registered Broker/Dealer, serving the ultra-affluent.
Sandor Valner
Senior Advisor
Sandor Valner is founder and CEO of Network Bankers, an investment bank which provides financial advisory services for entrepreneurs.
Prior to Network Banker, he was a founder/leader of two investment banking platforms and a private equity real estate investment management group. Through these companies he has led more than $20bn of capital raising, M&A, restructuring and real estate investment transactions. His experience includes private banking, company acquisitions, divestitures, IPOs, public and private capital raising in debt and equity and real estate portfolio management.