Privacy Policy – Oceanside Wealth Management

Wealth Planning and Management

Design and implementation of coordinated stategies involving comprehensive financial planning, estate and tax planning advice, risk management/insurance planning, and investment management in a holistic family-office style team structure

Our Advisors

Kevin Ford

Financial Advisor

Kevin Ford has been a Financial Advisor since 1997. He started his career with Edward Jones Investments in Tequesta, FL and ran that branch for over 12 years serving the Northern Palm Beach community. In 2010, Kevin ventured out to found the firm Oceanside Wealth Management as a means to offer his clients unbiased financial advice. His background includes the achievement of a Bachelor of Science degree in Political Science with a minor in Economics. Kevin has also earned several industry designations, including; Accredited Asset Management Specialist, the licenses series 7 & series 65, and the license for Health Insurance, Life and Variable Annuities.
Kevin focuses his practice on providing a one on one understanding of his client’s financial goals and needs. He utilizes state of the art software to create Financial Statements, Retirement Savings Analysis, Life Needs Analysis, and Education Funding Calculations.
Kevin currently lives in Palm Beach Gardens and has served on many boards and service groups in his local community during his career. He is originally from St. Louis Missouri, where his Parents and Sister live today and where Kevin learned a solid foundation of values that drive his business. Kevin has one son, Logan, who inspires him to be the best Father and business person that he can be. His philosophy is to provide service and advice to his clients as though they are family.

Anthony (Tony) Cisek

Financial Advisor

Anthony started his career in the financial services industry as an advisor in 2003 with A. G. Edwards in West Palm Beach, FL after earning his M.B.A. from Florida Atlantic University. He held positions with National City Bank and Summit Brokerage before starting Cisek Capital in 2009. In 2016, he merged his operations with Oceanside Wealth Management in order to join several other like-minded professionals with the goal of providing the highest level of service and expertise to his clients. Anthony’s primary area of focus is the needs of business owners and their unique investment & retirement challenges.
Anthony earned his undergraduate degree in Business Administration from the University of Central Florida in the field of Hospitality Management. Additionally, he holds the Accredited Asset Management Specialist designation, the licenses series 7 & series 65, and the license for Health Insurance, Life and Variable Annuities.
Moving to Florida at 3 was the best thing Anthony’s parents could have done for him! He has a great appreciation for the beauty of our state and loves to share it with his Wife, 2 daughters and dog.

Charna G. Gordon

Administrative Assistant

Charna is the welcoming colleague you will see when you visit our Jupiter office and the friendly voice you hear when you call into the firm. She joined Oceanside Wealth Management in December of 2009 and serves as the firm’s Administrative Assistant. She is responsible for office management, client service, hospitality, scheduling and preparing materials for client appointments and reviews. Charna also is a primary contact for client account servicing needs.

Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC.

Advisory services offered through JW Cole Advisory, Inc..

As Registered Representatives of J.W. Cole Financial, Inc., we must be properly registered in the state where you live in order to conduct securities related business with you. Sometimes our response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. J.W. Cole Financial, Inc., J.W. Cole Advisors Inc., Cisek Capital and Oceanside Wealth Management are unaffiliated.

Who we are

Our website address is: https://oceansidewealthmanagement.net.

What personal data we collect and why we collect it

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Contact forms

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you have an account and you log in to this site, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Analytics

Who we share your data with

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.