We design holistic financial plans and implement investment strategies to help you grow and preserve your wealth. Collaborate with a Financial Advisor in Fresno that provides personal attention, vast resources, and investment strategies that are backed by rigorous academic research, NOT investment packages.
No investment strategy or financial plan is the same, and your financial advisor should not dictate what you should do with your money. After all, if you don't have a plan, how will you know if you have ever achieved your objectives? A solid financial plan with a focus on growing and preserving wealth is very similar to growing an Oak Tree.
No investment strategy or financial plan is the same, and your financial advisor should not dictate what you should do with your money. After all, if you don't have a plan, how will you know if you have ever achieved your objectives? A solid financial plan with a focus on growing and preserving wealth is very similar to growing an Oak Tree.
Services
Your overall financial success is our priority. We want to learn more about your situation and understand your dreams and goals. Blue Oak Wealth Management is an affiliate financial business of The Garabedian Group Inc. It started as a convenient service to expand our relationship with existing clients to reach their personal financial goals.
By designing comprehensive personal wealth management plans and investment strategies with a tax conscious approach, Aaron J. Garabedian guides high net-worth individuals and families, pre-retirees, and retirees to grow and preserve wealth while maintaining their financial independence.
As a designated Certified Public Accountant, Accredited Investment Fiduciary, and member of AICPA's Personal Financial Planning Section, your interests always come first.Aaron has served high-net-worth families, providing wealth management strategies for six years. For the 2019 calendar year, Aaron and Blue Oak Wealth Management received the Leader's Council award from their Broker-Dealer, Cetera Financial Specialists LLC.
As a designated Certified Public Accountant, Accredited Investment Fiduciary, and member of AICPA's Personal Financial Planning Section, your interests always come first.Aaron has served high-net-worth families, providing wealth management strategies for six years. For the 2019 calendar year, Aaron and Blue Oak Wealth Management received the Leader's Council award from their Broker-Dealer, Cetera Financial Specialists LLC.
Compare growing and preserving wealth to growing and caring for an oak tree. Once you plant an oak tree, it takes years to grow and generations to preserve, but they can provide shelter for hundreds of years and the opportunity to build something grand. The same goes for wealth. It takes years to accumulate, and preserving wealth takes generations.
We believe in long-term relationships with our clients. Our process of holistic financial planning starts with getting an overview of your financial goals. Next, review your current financial situation. Together we solidify this information into a financial plan. Your plan becomes our roadmap for making financial decisions and a good benchmark to assess if we are reaching or on track to achieving your goals.
We do not stock pick. Many advances in portfolio management derive from academic research. Investing is a science. The best way to design a growing portfolio is by using a mixture of rigorous academic and scientific research, with professional experience. We translate historical financial research into a current working investment solution for you.
Reviews
Be the first to review Blue Oak Wealth Management.
Write a Review
