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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.


 Walnut Creek, California — August 8, 2020 – 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 Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “ We applaud Frank's  dedication to clients and Franks ability to nurture trusted relationships with clients to help them work towards their financial goals. We thank Frank for his continuous commitment to the independent model, which enables the delivery of objective financial advise, and for the opportunity to be their enabling partner. We wish him continued success.

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