OCEANS' ADVISORY BOARD MEMBERS
Barry Meyer
CEO & Chairman
BIO
Barry is President and CEO of Oceans Financial Services, Inc. based in Los Angeles, California. Barry has been helping affluent families grow their wealth in various tax efficient structures, for over 25 years.
He has developed strategic relationships with some of the largest low-cost banking firms and other financial institutions in the USA. He has considerable experience to accomplish these transactions using little of the client’s funds and mostly the banks leveraged funds.
His personal knowledge and acumen, together with an experienced team of advanced planning experts, allows him to design and implement a tailor-made approach specific to the needs of each prospective client.
Each client’s needs are unique and Barry’s track record of performing for them in tandem with their advisors is the only priority. Clients generally desire a combination of leveraged wealth preservation, tax free wealth accumulation and generational asset transfer strategies.
Barry qualified with a B.Com (Hons) CA (SA). He was formally with Arthur Andersen.
Paul J. Pichie
Design Specialist & Board member
BIO
Paul Pichie began his insurance career in 1991 after working for the FDIC auditing financial institutions in the 1980's and 1990's. He is the founding member of Synergy Financial Services, Inc. (SFS) and has over 28 years of experience in the life insurance industry.
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Prior to starting Synergy Financial Services, Paul worked with National Financial Partners, a publicly traded financial services company. His background includes over two decades designing and implementing advanced insurance and retirement arrangements utilizing life insurance products.
He also writes for many local and national publications and often an invited speaker and spokesperson at industry functions.
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Dan Silverman, ChFC
Associate
Lee Krajian
Associate
Chris Yen
Associate
PRACTICE AREAS:
Dan offers insurance products and services across the spectrum including all types of Life (including premium finance), Health, Disability, and Long Term Care insurances as well as Annuities and Estate Planning.
As an avid networker, he strives to develop meaningful and rewarding referral relationships with many trusted financial advisers.
PRACTICE AREAS:
Krajian is a successful sales and marketing professional, as well as a business owner. He has served both large for-profit as well as non-profit organizations.
For nearly a decade, Krajian owned a marketing and promotional advertising agency in Los Angeles that focused on the entertainment, ski and hair care and cosmetic industries.
PRACTICE AREAS:
Chris co-founded Blue Ocean Financial Network (BOFN) to better service financial advisors and insurance agents in the advanced planning and underwriting arena.
Chris specializes in estate planning and business planning case design, impaired risk underwriting, and foreign national underwriting.