san francisco

My Practice

Building on an eminent history of service spanning 15 years, Michael Paganucci, backed by his team at Oppenheimer & Co. Inc. have become synonymous with reliable, bespoke comprehensive financial planning and investment management. Our clients are privy to an experience that transcends the ordinary, culminating in a comprehensive wealth management journey that is personalized, rules-based, and process-driven. Supported by the Oppenheimer Research Department, comprised of 37 equity analysts and strategists, an award-winning Fixed Income group, and Oppenheimer Asset Management’s Alternatives team, whose capabilities and due diligence are renowned in the industry, we bring comprehensive financial planning and investment management to wealthy families that reside in the United States of America and select countries around the world.

  • Comprehensive Wealth Planning
  • Tax, Trust & Estate Advisory1
  • Pre-Liquidity Planning
  • Hedging Strategies
  • Sustainable & Responsible Investing2
  • 10b5-(1) Programs
  • Risk Management
  • Philanthropy Management
  • Family Governance & Wealth Education
  • Corporate Services


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UPCOMING EVENT

6:30-8:00 PM

Thursday, May 9, 2024

Sarrtori • 740 Laurel Street • San Carlos, CA 940470

What just happened?

And what may happen in 2024 and beyond...

Please join us for an event hosted by Michael Paganucci, Oppenheimer & Co. Inc. and featuring Guest Speaker Caleb S. Sevian, Chief Macro Strategist, Focus Point Capital.


RSVP to Michael Paganucci at (415) 438-2902 or via the link below.

RSVP
Michael J. Paganucci Five Star Award
Five Star Wealth Manager

Michael J. Paganucci of Oppenheimer & Co. Inc. Named a Five-Star Professional Wealth Manager

The Five Star Professional Wealth Manager designation is awarded each year by Five Star Professional.

Featured Content

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Oppenheimer
The Energy Revolution
Oppenheimer Asset Management
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Oppenheimer
Is Inflation Here to Stay?
Oppenheimer Asset Management
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Recent Insights

market strategy
Asset Management

09/15/2025 Market Strategy

John Stoltzfus | September 15, 2025
Oppenheimer

The 2025 IPO Playbook: Mid-Year Strategies

Oppenheimer & Co. Inc. | August 19, 2025
oppenheimer/wsfs
Fixed Income

Oppenheimer and WSFS Bank Announce Partnership

Oppenheimer & Co. Inc. | March 03, 2025
professional in transition and changing careers

Take the Right Path...

Are you a professional in transition, changing careers or moving into a work-optional phase of life? Let Oppenheimer Financial Advisor, Michael J. Paganucci, guide you and help tackle these tough questions.

Learn more.