Our Team

At Ocampo Financial Strategies, LLC, we believe most people want to do what’s right—right for themselves, their families, and their communities. That belief guides everything we do.

Founded in 2022 after more than 11 years in the financial services industry, our firm was created with a clear purpose: to provide objective, client-focused guidance and help individuals and families make confident financial decisions aligned with their values and long-term goals.

Maria I. Ocampo began her career in financial services in 2011 and brings a strong background in business management. She works closely with families and pre-retirees, small business owners, first-generation wealth builders, and Latino families or bilingual households, helping them build financial clarity, protect what they’ve earned, and plan for the future with confidence.

Maria focuses on holistic financial planning, offering personalized strategies to help clients:

• Protect their lifestyle and financial security

• Prepare for major life events such as college funding, retirement, and caring for aging loved ones

• Develop retirement income and legacy planning strategies

Planning is especially meaningful to Maria because, from personal experience, she understands what it feels like not to have a plan—and how uncertainty can impact families and long-term opportunities. That perspective drives her commitment to helping clients create clarity, direction, and confidence in their financial lives.

Ocampo Financial Strategies,LLC collaborates with a network of experienced professionals to deliver coordinated, individualized guidance tailored to each client’s unique needs.

Maria is a licensed financial advisor and holds the following professional designations:

• Chartered Financial Consultant® (ChFC®) – 2024

• Retirement Income Certified Professional® (RICP®) – 2016

• Certification for Long-Term Care™ (CLTC™) – 2018

She is bilingual in English and Spanish and is passionate about expanding financial education and awareness within the Long Island Latino community.