Our Team

Headshot of Maria I. Ocampo


At Ocampo Financial Strategies, LLC, we believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons we created this firm. After 11 years working for someone else, we wanted the opportunity to control our own destiny, and to do what we thought was in the best interest of our clients.

Maria started her career in the financial services industry in 2011, she has a background in business management and enjoys working with individuals and businesses that want to thrive and succeed.

Maria focuses on holistic financial planning; depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. We can help you create strategies for retirement solutions as well as help provide guidance for legacy planning.

Our office works in conjunction with a team of dedicated professionals and experts in each of their fields. They help us provide you with individualized insight for your financial needs.

Maria is a licensed financial advisor with designations such as the Retirement Income Certified Professional, RICP achieved from the American College of Financial Services in 2016, as well as the Certification for Long term Care, CLTC achieved in 2018. She is bilingual and has helped create financial awareness in the Long Island Latino community.





Disclosure

Maria Ocampo is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4284860), CO, CT, FL, GA, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Maria Ocampo is licensed and authorized to offer insurance in California, but Ocampo Financial Strategies may not be. For additional information on California licensure status, please click here.

Maria Ocampo is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 520 Broadhollow Rd, Melville, NY, 11747, 631-755-7882. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, NC, NY, PA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Maria Ocampo is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, NC, NY, PA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Ocampo Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Ocampo Financial Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​