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Our Story 

The nucleus of our team is composed of six members: 

Frank X. Aceves, Jr., Crystal Orphanopoulos, Katie Kovich Edling, Kathy Conlin, Sofia Aceves, and Christopher Aceves.


Each of us had a different journey which has led us to Oak Wealth Management.

Please see our individual stories below. 

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Our Process

Frank X. Aceves, Jr.

                        Founder & CEO, Financial Advisor, and                      ..........CERTIFIED FINANCIAL PLANNER™ Professional

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. 

At the age of 13, Frank began working multiple jobs after school and during the summers while growing up in San Francisco to diversify his experience, learn different things, and earn money for his first car.

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Our History

Crystal Orphanopoulos

Administrative Assistant

Born in the Mid West and raised in Benicia, CA, Crystal grew up with aspirations to work in a field where she could make a difference.  She was determined to find a professional niche that would fulfill her desire to help people while fostering her relationship building skills.   

After high school, Crystal took a break from school to diversify her job experience and explore her future. As a result, her path intertwined with Frank's in late 1990 when they both worked for the same consumer electronics store called “The Good Guys.” 

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Kathy Conlin<br data-mce-bogus="1">

Kathy Conlin

Financial Advisor

Kathy was born in Chicago and lived in the area of what she called the “south side Irish” neighborhood. She is the middle child of seven children, which has taught her lots of patience. Her mother always told her children to get along together and be there for one another, and they still do. Kathy moved to the western suburbs during her school years up until her senior year in high school when they moved to St. Paul, Minnesota because her father was transferred.

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Our Process

Katie Kovich Edling

Project Services

Katie was born and raised in the East Bay, where she attended Pleasant Hill Elementary, Pleasant Hill Middle School, and College Park High School. Growing up, she was unsure what her path in life would turn out to be. At one point, she wanted to be a Licensed Marriage and Family Therapist to help children and families find healthy lines of communication. However, the wise words of her grandfather always stuck with her. 

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Our Process

Sofia Aceves

Marketing Assistant

From a very young age, Sofia's father, Frank, taught her to believe that hard work and saving money would get her far in life. He began to implement those lessons by having her participate in house chores and backyard work for a little bit of money each week. He knew that with time, she would learn the concept of working hard for her money.

In addition to earning a weekly allowance, Frank taught Sofia how to save for items that she would want to buy later. 

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Our History

Christopher Aceves

Marketing Assistant

Since the age of five, Christopher has loved to sing and perform because it provided him with an unique sense of self-discovery. His first performance was in preschool where he played the role of Prince Charming in Cinderella.

A year later, he joined Contra Costa Children's Chorus, as well as a children's theatre company. Growing up, one of Christopher's dreams and goals was to move to New York by the time he was twenty-five to follow his calling of being a Broadway performer.

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