Rene Ocasio

IFW Financial Professional Rene Ocasio IFW Financial Professional Rene Ocasio

I am a seasoned professional with over 10 years of experience in the insurance and retirement planning industry. Throughout my career, I have been dedicated to assisting clients in navigating the complexities of health insurance, and retirement planning.

With a deep understanding of the ever-changing landscape of insurance and retirement options, I have helped individuals and families make informed decisions to secure their financial futures. My expertise lies in providing personalized solutions tailored to each client’s unique needs, ensuring they have the coverage and strategies necessary for their specific goals.

With a strong commitment to professionalism, integrity, and exceptional client service. I strive to empower individuals to make confident choices for their insurance and retirement needs.


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


  • Retirement Planning
  • Tax Management
  • Risk Management

Rene Ocasio

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