Five Star Logo
As seen in
San Francisco Five Star award winner
Marketing partner logo
Michael J. Paganucci
Financial Advisor
OMEGA Portfolio Manager
Oppenheimer & Co. Inc.
2021 Five Star
Wealth Manager
Contact Me!
6 Years Winner
PROFESSIONAL PROFILE

Michael J. Paganucci
Financial Advisor
OMEGA Portfolio Manager
Oppenheimer & Co. Inc.
415-438-2902
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Wealth Manager award winner 2014, 2015, 2020, 2021


This award was issued on 11/1/21 by Five Star Professional (FSP) for the time period 02/8/2021 through 09/10/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 San Francisco-area wealth managers were considered for the award; 32 (2% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 2026, 40, 2%, 11/1/20, 3/2/20 - 9/25/20; 2019: 2012, 47, 2%, 11/1/19, 2/18/19 - 10/7/19; 2018: 1881, 46, 2%, 11/1/18, 3/12/18 - 9/28/18; 2017: 1488, 49, 3%, 11/1/17, 3/9/17 - 9/27/17; 2016: 1442, 96, 7%, 10/1/16, 4/22/16 - 9/30/16; 2015: 1598, 107, 7%, 11/1/15, 5/7/15 - 10/5/15; 2014: 3256, 93, 3%, 11/1/14, 5/7/13 - 10/5/13.
Click to access BrokerCheck

ny information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in the States in which the advisor is licensed.

If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.oppenheimer.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Oppenheimer Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Oppenheimer Trust Company of Delaware along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.

Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.

“*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.

1.Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2.Trust Services are provided by Oppenheimer Trust Company of Delaware.
3.Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.