Rene Ocasio

IFW Financial Professional Rene Ocasio IFW Financial Professional Rene Ocasio

Rene Ocasio is a seasoned professional with over 10 years of invaluable experience in the insurance and retirement planning industry. Throughout Rene’s distinguished career, they have been unwaveringly committed to guiding clients through the complexities of health insurance and retirement planning.

Possessing an in-depth understanding of the ever-evolving landscape of insurance and retirement options, Rene has played a pivotal role in helping individuals and families make well-informed decisions to fortify their financial futures. Rene’s expertise lies in delivering tailored, personalized solutions that align with the unique needs of each client, ensuring the implementation of effective coverage and strategies that cater to specific financial goals.

Grounded in a strong commitment to professionalism, integrity, and the delivery of exceptional client service, Rene strives to empower individuals to make confident choices in their insurance and retirement planning endeavors. Rene’s mission revolves around providing clients with the knowledge and support necessary to navigate the intricacies of their financial journeys with assurance and clarity.


  • Life/Health/Annuity Licensed
  • Long Term Care Licensed


  • Retirement Planning
  • Tax Management
  • Risk Management

Rene Ocasio

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