Oyuka Tserennadmid

Oyuka Tserennadmid

Financial Services Professional

Originally from Mongolia, Oyuka brings a global perspective and genuine passion for service to her role as a Financial Services Professional. Fluent in both Mongolian and English, she earned her degree in Business Administration with a concentration in Financial Management from Cal Poly, San Luis Obispo, and gained valuable experience as a Client Service Associate at UBS.

Oyuka holds her Life, Health, and Accident & Sickness insurance licenses and her SIE, and is currently working toward her Series 7 and Series 66. She is dedicated to helping young families and individuals navigate their financial decisions and build toward their goals. Her approach is built on accessibility, patience, and a commitment to making financial decisions feel less overwhelming and more empowering. She creates a welcoming, inclusive environment for clients from all backgrounds, including immigrants and the LGBTQ+ community.

Driven by a desire to make a meaningful difference in her clients' lives, Oyuka takes the time to understand each person's unique goals and challenges. She recognizes that financial health and mental well-being go hand in hand, and approaches planning with both in mind. She believes it's never too late to start something new, a philosophy she lives by, having picked up skiing just two years ago and falling in love with it, along with hiking.

Whether you are just starting your financial journey or planning for your family's future, she's eager to guide you with personalized strategies that provide security and peace of mind.