Tunde Ogunlana, Family Wealth Advisor
As a Family Wealth Advisor, Tunde focuses on serving client families in all areas of their financial lives. In doing so, the first step is orchestrating the team of experts that will be instrumental in the success of having the family’s vision carried out. These experts may include financial planners, accountants, attorneys, business consultants, investment portfolio managers, insurance agents, among other specialists. While leading the coordination of the family’s financial affairs, Tunde’s goal is for harmony to be maintained across the spectrum of issues facing today’s families.
Concepts such as multigenerational planning, family governance and oversight, acquisition or sale of a business, are some of the areas that many families may find challenging. It can be even more challenging when the family’s current professional advisors are not in communication as many times this can lead to errors that can take additional time and money to correct. Axial’s proactive approach to these issues, and their focus on transparency and communication amongst all members of the family’s team aims to minimize the chance for unforeseen challenges that may become costly in the long run.
For his career Tunde has earned the Series 7 and Series 66 (Investment Advisor Representative) securities registrations, as well as the Series 24, General Securities Principal registrations. Additionally, in an effort to expand his professional credentials, Tunde has earned the designation of Certified Fund Specialist (CFS), along with passing the CERTIFIED FINANCIAL PLANNER Practitioner™ exam in 2009. Tunde has served as an expert witness in several divorce cases in Broward County, Florida, in helping with portfolio distribution analysis and reviewing the complex nature of the financial picture in question.
Tunde has had extensive community and non-profit involvement since beginning his career in 2001. He has served on the boards of the National Association of Black Accountants, the National Basketball Retired Players Association, City of Fort Lauderdale Community Service Board, Opa-Locka Community Development Center, Broward Health Foundation Planned Giving Committee, and Big Brothers Big Sisters of Miami. He currently serves as a member of the board for the American Red Cross of Broward County, The Florida Regional Advisory Board of The Weizmann Institute of Science, and the South Florida Symphony.
A true competitor, Tunde Ogunlana played NCAA Division I basketball while attending Florida International University (FIU), where he studied finance in their School of Business. He considers his five years living in Sydney, Australia to be one of the best multi-cultural experiences of his life. Tunde currently resides in the greater Ft. Lauderdale area with his wife Zabrina and their three children.