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Our Story 

At Oak Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

The Advisors at Oak Wealth Management work with multiple generations within client families, in the bay area and around the country, helping them pursue their goals and dreams through the use of a full range of financial services including investment management, financial planning, retirement income planning, estate planning, and risk management. We work with parents, grandparents, children, and grandchildren to help plan, grow, and protect family wealth. The Advisors at Oak Wealth Management are credentialed as CERTIFIED FINANCIAL PLANNER™ CERTIFICANTS, and as such, we are held to the highest standard of care by operating as Fiduciaries for our clients. AS CFP® professionals, we are required to place the interest of our clients in first position at all times.

Securities offered through LPL Financial. Member FINRA/SIPC.