James R. Phillips, CTFAI can say without hesitation that Mr. Oppenheimer has a deep understanding of the unique issues confronting America's wealthy today. The fact that his insights are largely drawn from his own personal family experience makes him quite unique. His calm, understanding and confident demeanor quickly puts clients at ease. His relaxed, professional and engaging speaking style has won him high marks with a diverse group of client audiences.
DISCLAIMER: All parties acknowledge that Hamilton Oppenheimer is not an attorney, or a CPA and that none of the services provided by Oppenheimer Management Consulting Associates hereunder shall constitute the practice of law. Hamilton Oppenheimer advises his clients to retain a personal attorney for any legal advice.
Santa Barbara
1011 Rinconada Road #G
Santa Barbara, CA 93101
Telephone:
213-804-4404
816-721-4118