Rene Ocasio, alongside his wife Christine Diaz Ocasio, is the founder of The OCASIO GROUP, headquartered in West Hartford, Connecticut. With Christine’s expertise in real estate and Rene’s deep background in financial and retirement planning, they created a firm rooted in integrity, empathy, and personalized service.
What makes The OCASIO GROUP unique is its integrated approach, offering clients a rare combination of both financial and real estate services under one trusted roof. This holistic model enables them to address the entire picture of a client’s retirement journey, encompassing income planning, healthcare, downsizing, and property strategy.
Rene leads a collaborative team that includes professionals in wealth management, retirement planning, Medicare, Social Security optimization, elder law, estate planning, banking, real estate, travel planning, and licensed therapy. Together, they are committed to helping clients achieve secure, confident, and purpose-driven retirements.
For Rene and Christine, clients aren’t just numbers — many become like family. Their mission is simple: to listen first, guide with integrity, and deliver peace of mind through clarity and connection.
Licenses and Designation
- Licensed Insurance Agent In Seven States: CT, MA, MI, FL, CA, TX, NY
- RSSA – Registered Social Security Analyst
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