Lisa Oktavia

Inactive
Pending CE Completion

World Financial Group
1620 Walden Ct
Fremont, CA 94539, US

408-828-2875

Average Rating: 0 stars (based on ratings)

Professional Profile

Lisa Oktavia is an RSSA and has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Lisa Oktavia has passed a proctored exam in order to earn the RSSA credential. Determining when to claim your Social Security benefits can be challenging. Lisa Oktavia, Registered Social Security Analyst® will help you navigate these pitfalls and answer questions you don’t know to ask. Lisa Oktavia, RSSA will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Lisa Oktavia — a trained expert — for a consultation. If you decide to engage Lisa Oktavia, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.

Real Stories from Real People

Most People Leave Money on the Table

96%

Don't Optimize

Very few people get all the Social Security they deserve.

$111,000

Is Lost

The average household is losing $111,000 in potential income.

1 Chance

To Claim

Social Security gives you one chance to get it right – forever.

Maximize Your Benefits

Discover important information for your situation.