Michael Oana, CRC®, leads Michael Oana Retirement Planning Specialist, a relationship-driven financial advisory practice focused on helping individuals and families approach retirement with greater clarity and confidence. Oana is the author of the 2026 book — “The Financial Advisor’s Guide to Building Trust.” Drawing on 32 years of experience as a financial advisor and retirement planning specialist, the book provides financial professionals with a practical framework for building stronger client relationships through trust, emotional intelligence, memorable experiences, thoughtful events, authentic communication, and intentional follow-up. Rather than focusing on products, performance, or traditional sales techniques, Michael shows advisors how to create deeper human connections that can improve client loyalty, generate organic referrals, and support sustainable business growth.