Rio Grande Valley,Texas Financial Planners:
Comprehensive Financial and Retirement Planning
Oxford Asset Management is an investment advisory firm specializing in financial planning and retirement planning. We provide Comprehensive Financial Plans, Retirement Planning, Investment advice and Asset Management.
Our Mission
To provide personal, customized financial planning services and investment advice to individuals, families, and businesses in the Lower Rio Grande Valley, Texas.
James G. Palumbo is the founder and principal of Oxford Asset Management. Mr. Palumbo and has held a NASD Series 7 General Securities License, State of Texas Series 63 Uniform Securities License, State of Texas Variable Securities License, and currently holds Group 1 and 2 Legal Reserve Licenses for Texas and is a member of the National Endowment for Financial Education. In addition, Mr. Palumbo is the owner & principal of OneSource Financial Services, Inc. an independent General Insurance Agency and holds Life and Health and Accident licenses for the states of Texas, New Mexico, Colorado, and Oregon.
Born in Detroit, Michigan, in 1961, Mr. Palumbo graduated from Lakeshore High School in 1979 and Pinecrest Theological Seminary in 1982. After ten years of management experience, he founded Impact Personal Development Co., a New York consulting firm specializing in management training before bringing his experience to the Financial Services industry.
Jose G. Longoria Jr. graduated from Roma High School in 1971 and attended Texas A&I University from 1971-1974. Prior to his financial career; Mr. Longoria worked in energy from 1977-1992, with Sunoco and Valero. Mr. Longoria entered the financial industry in 1995 and is registered in Texas with licenses in: Life and Health, Joe held his NASD Series 6, 63 and 7 prior to focusing entirely on his Investment Advisory Practice.