Consultant Profiles

Our Consultants bring a unique set of talents and experiences including:


  • Direct to consumer, wholesaler, advisor, instituional
  • Growth strategies
  • Sales and distribution expansion and management
  • Segmentation strategies
  • Client acquisition & development
  • Training & coaching of sales and client relations teams
  • Advisor practice management


  • Market research
  • Sales support programs
  • Market positioning
  • Competitive analysis
  • Website design and enhancement
  • Targeted communications

Product Development & Management

  • Product & service infrastructure
  • Financial modeling & scenarios
  • Business development & strategic planning
  • Vendor searches

Client Service

  • Call center management & development
  • Website management & development
  • E-tool design and enhancement

Operations & Technology

  • Technology platform design
  • Vendor searches
  • Efficiency strategies

Raising the Bar —
Our commitment to the
Financial Industry

Oculus and many of our Consultants
are heavily involved in public
policy for retirement and wealth
management-related issues and in
significant retirement and financial
industry trade organizations as
founders, leaders, active participants, and public speakers.

In addition, many Consultants carry
advanced accreditations such
as Chartered Financial Analyst
(CFA), Chartered Employee Benefit
Specialist (CEBS), and Accredited
Retirement Plan Consultant (ARPC).