Adele Ostomel, CFP®
Senior Client Advisor
Adele Ostomel is a Certified Financial Planner™ (CFP®), who joined Ginsburg Financial Advisors in 2001. As Senior Client Advisor, Adele provides personalized financial planning and investment management services helping clients assess and attain their financial goals and objectives. This process includes evaluation of client investments, taxes, employee/employer benefits, risk management/insurance, estate planning, retirement planning and college education savings as components of financial planning. Recommendations are then made that include suitable strategies to improve clients’ financial well-being. As both counselor and coach, Adele assists clients with implementation of both the financial recommendations and investment strategies.
Adele is a Licensee in good standing with the Certified Financial Planner Board of Standards Inc., an independent regulatory organization. Adele was 2008 President of the Financial Planning Association (FPA) East Bay Chapter. Adele then served as chair of the FPA Northern California Presidents’ Council in 2009 and remained a board member until 2011. Adele is also a member of the Estate Planning Council of Diablo Valley.
Adele received a Bachelor of Arts degree from UC Berkeley and a Master of Science degree from California State University, Hayward. Adele returned to UC Berkeley to complete her financial planning education requirements and earned a Certificate in Personal Financial Planning.
Adele began her career in social services and counseling, specializing in gerontology. Before it was fashionable to respond to the needs of the senior population, Adele worked with the Alameda County Commission on Aging. In that role, Adele was an advisor to the Board of Supervisors in developing grants, preparing budgets, conducting public hearings, and initiating programs for senior citizens. During this time, Adele served as the Alameda County liaison to the California State Department on Aging.
Adele’s education, background, training, and practical experience enable her to understand and communicate with clients about their expressed and unspoken financial issues and concerns. Adele believes that when investors develop successful relationships with competent and trusted professionals, as clients they can and do live more productive and fulfilling lives. These relationships allow clients to experience less stress related to their finances as well as other aspects of their lives.
Adele finds great satisfaction in building strong relationships with clients and providing the counseling, guidance, and objectivity that individuals often need to make good financial decisions, invest wisely and live better lives. Adele enjoys cooking, traveling with her husband and spending quality time with her bicoastal grandchildren and family.