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Oak Wealth Management Awards


Five Star Wealth Manager 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2015 - 2022 Five Star Wealth Managers.



 Walnut Creek, California — August 8, 2022 – Frank X. Aceves, Jr., CERTIFIED FINANCIAL PLANNER™ and independent LPL Financial advisor at Oak Wealth Management in Walnut Creek, today announced his inclusion in LPL’s Director’s Club. LPL awards select advisors, out of the more than 16,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s business success.

I congratulate Frank X. Aceves, Jr., on behalf of LPL," said Angela Xavier, LPL executive vice president, Independent Advisor Services. We are inspired by Frank's dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Frank with robust resources, integrated capabilities and differentiated service experiences designed to help him run a thriving practice. We wish Frank and his entire team continued success as they create meaningful impact in the lives of their clients in the years ahead success as they continue to add value for clients and in their business in the years ahead.”

Frank X. Aceves, Jr. has been providing financial services to clients across the country since 1992. Frank and his Team provide a full range of financial services, including investment management, financial planning, retirement income planning, estate planning, risk management, to help manage, grow, and perserve client’s assets.   

 About Oak Wealth Management:

Oak Wealth Management works with multiple generations within client’s families in the bay area and around the country helping them pursue their goals and dreams.  In many cases 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 PLANNERS™ certificants, and as such, we are held to the highest standard of care by operating as Fiduciaries for our clients.  As CFP® professionals, it is required that we place the interest of our clients in first position at all times.       

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.  

The Advisor at Oak Wealth Management, LLC is a registered representative with the securities offered through LPL Financial, member FINRA/SIPC.  Investment Advice offered through Strategic Wealth Advisors Group, a Registered Investment Advisor.  Oak Wealth Management, LLC and Strategic Wealth Advisors Group are separate entities from LPL Financial.

About LPL Financial: / NASDAQ: LPLA