Bryanna Duckwitz

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategy design
• Risk assessment

About

Bryanna Duckwitz is a financial consultant based in Newport Beach, California, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with tailored investment and insurance strategies through a comprehensive discovery process. Her services include holistic financial planning, investment management, and risk assessment, focusing on high net worth individuals, families, corporate executives, and businesses. Bryanna leverages the resources at Oppenheimer to address complex financial issues and help clients achieve their financial objectives.

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