Maria Ocampo

At Ocampo Financial Strategies, LLC, we believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities.

In fact, that’s one of the reasons we created this firm. After 11 years working for someone else, we wanted the opportunity to control our own destiny, and to do what we thought was in the best interest of our clients. Maria started her career in the financial services industry in 2011, she has a background in business management and enjoys working with individuals and businesses that want to thrive and succeed. Maria focuses on holistic financial planning; depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. We can help you create strategies for retirement solutions as well as help provide guidance for legacy planning. Our office works in conjunction with a team of dedicated professionals and experts in each of their fields. They help us provide you with individualized insight for your financial needs. Maria is a licensed financial advisor with designations such as the Chartered Financial Consultant, ChFC®, achieved in 2024 from the American College of Financial Services, the Retirement Income Certified Professional, RICP®, achieved from the American College of Financial Services in 2016, and the Certification for Long-Term Care, CLTC™, achieved in 2018. She is bilingual and has helped create financial awareness in the Long Island Latino community.