Everyone dreams of acquiring and maintaining financial success, which is why we devote our time towards helping you to pursue just that. We are a highly enthusiastic team who is committed to creating a high-level client experience. A good financial plan will become your road map to pursue your future.
With our financial planning process, we can help develop a customized plan for you and those you care about to help pursue your goals and dreams. Our in-depth consultative approach to retirement planning for individuals, families, and business leaders puts you on centerstage. We are committed to helping you pursue your financial goals.
With our financial planning process, we can help develop a customized plan for you and those you care about to help pursue your goals and dreams. Our in-depth consultative approach to retirement planning for individuals, families, and business leaders puts you on centerstage. We are committed to helping you pursue your financial goals.
Services
Our team is composed of four members: Frank X. Aceves, Jr., Crystal Orphanopoulos, Sofia Aceves, and Christopher Aceves. Frank is a California native and grew up in San Francisco. He moved to the east bay in 1983. He grew up with the desire to work in a career that would have a deep and meaningful impact on the lives of the people around him.
We are a highly enthusiastic team who is committed to creating a high-level client experience. We collaborate to create an engaging experience in a comfortable environment to help you pursue your goals and dreams. Knowledge is power and we use it to implement beneficial decisions for you and your future.
Our firm follows a fiduciary standard and when we advise on financial decisions we take your best interests into account with an objective approach. We put your needs in first position to help maximize your potential of meeting your financial goals and aspirations. With our strategic advice, we can help you create an approach that is designed to address your specific goals and financial circumstances.
First, we listen. The most important thing for us to do is to clearly understand your financial and life goals and to measure your progress towards them. We can help to identify any short-fall or gap by offering strategic course correction advice to enhance the probability of you meeting your goals.
As an independently owned business, Oak wealth Management will provide independent advice for its clients. Such freedoms give the company an independent advantage to provide quality services for every client that desires financial assistance. We believe that an objective and independent approach is critical, which is why we are supported by the resources of LPL Financial.
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