At Oceanside, we believe money should serve your life not control it.
Every plan we create is built on empathy, integrity, and the belief that
real wealth is time well spent.
Our mission is to provide clear, dependable, and client-centered financial guidance that empowers individuals and families to protect their future with confidence.
We are committed to delivering transparent education, personalized strategies, and access to trusted financial solutions across insurance, retirement planning, and wealth preservation.
At Oceanside Financial, we believe that every client deserves straightforward information, responsible recommendations, and a plan tailored to their unique goals and circumstances. By combining professional expertise with a service-first approach, we help our clients make informed decisions, safeguard what matters most, and build long-term financial stability.
Our purpose is simple: to bring clarity to complexity, elevate the standard of care in financial planning, and support our clients with integrity, consistency, and a long-term partnership they can rely on.
Meet the people behind Oceanside professionals who lead with clarity, empathy, and genuine care. Our team brings together years
of experience in customer service, financial guidance, and community support. Each member is dedicated to helping
individuals and families feel confident and understood as
they navigate their financial journey.

Born and raised in Southern California.
His passion for helping and educating his community lead him to his career in financial services.
Javon has over 4 years of experience and is part of a passionate team who are trained licensed agents ready to help you reach financial independence.

Born and raised in Boston, MA as a dedicated individual who is passionate about helping others, especially single fathers.
Louis has over 10 years of customer relations experience. His work ethic is a testament of his passion.

Eric, raised in California, is the kind of person whose intelligence immediately stands out; not just in what he knows, but in the way he thinks.
His mind works on a higher level, always connecting ideas, always seeking truth, always aiming for growth.

Serretta Megco-Harmon is a natural educator at heart, originally from Liberia, currently living in Kentucky. A loving mother, and proud military spouse with a passion for empowering stay-at-home moms through financial confidence and money management.
Her gentle spirit and calming presence make her easy to talk to, while her big personality and genuine warmth turn every conversation into a moment of connection.

Born and raised in Somerville, MA, Lourdes is a dedicated professional driven by a genuine passion for helping others.With over 15 years of experience in customer relations, she has strong communication skills.
Lourdes' work ethic reflects a purpose: serving people with honesty, respect, and unwavering support.

Sean Ryan, born and raised in Nashua, New Hampshire, is headstrong, disciplined, and deeply passionate about bringing financial education to blue-collar workers. He believes hardworking families deserve access to the same knowledge and opportunities as anyone else, and he’s committed to being the one who delivers it.
A lifelong sports fanatic, Sean approaches business with the same intensity and focus as an athlete preparing for a championship. Every day is a practice, every challenge is a play to execute, and every client is part of the team he’s fighting to uplift.
Because Your Future Deserves Honesty, Clarity, And Care.
Clarity, not confusion
We make financial planning simple explaining every step in clear, everyday language.
Care, not commission
Your goals matter more than sales. We build plans that protect your priorities.
Freedom, not fear
True financial peace means confidence, not stress and that’s what we’re here to create.
At Oceanside, every relationship begins with a conversation not a sales pitch.
Your first consultation is a relaxed call with Lourdes, where you’ll talk about what really matters to you, your goals, your family, your future, and the kind of financial peace you want to create.
It’s also a chance for you to get to know us. We believe trust comes from connection, and it’s important to feel comfortable with the people you share your financial story with.
After your call, Lourdes takes the time to carefully review your situation, explore the best options for your goals, and craft a plan that fits your life, not someone else’s idea of success.
Once everything is ready, you’ll meet again to go over her personalized recommendations together. No pressure, no jargon just clear guidance designed to help you move forward with confidence and peace of mind.
I started our agency for a very personal reason.
One that changed the course of my life.
In 2021, my mother was diagnosed with cancer.
As the oldest child in a Hispanic household, everything fell on me—managing her care, supporting my family, and handling all the financial stress that comes with a serious illness. I was trying to stay strong, but behind the scenes, I was overwhelmed.
I searched everywhere for help, guidance, clarity… but the financial world felt like a maze.
Too many conflicting answers.
No one explained things in a way that made sense. It wasn’t until I came across the platform I’m now part of that things finally clicked.
I got licensed, learned the industry from the inside, and for the last two years I’ve dedicated myself to helping families avoid the confusion and
fear I once felt.
That’s why Oceanside exists.
I wanted to create something human. Something warm, honest, and clear. A place where people can talk about money without anxiety.
Where questions are welcome, and where guidance comes from someone who truly understands what financial stress feels like.
To me, wealth is not just numbers. It’s freedom.
The freedom to protect your family, honor your values, and sleep at night without wondering “what if.”
Oceanside is built on that promise:
Real clarity, real compassion, and real solutions for real people.
