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Oak Wealth Management, LLC

Office: 925.357.8320

Toll-Free: 844.659.7767

2890 N. Main Street

Suite 306

Walnut Creek, CA 94597

info@oakwm.net

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Frank X. Aceves, Jr.|CA|2890 N. Main Street, Suite 306, Walnut Creek, CA 94597|CA Insurance Lic. #94597

The advisor/s at Oak Wealth Management, LLC are registered representatives with and securities offered through LPL Financial Member FINRA | SIPC. Investment Advice is offered through Mariner Independent Advisor Network, LLC a Registered Investment Advisor. Oak Wealth Management, LLC and Mariner Independent Advisor Network, LLC are separate entities from LPL Financial.

The LPL Financial representative/s associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS