Broker Check


Press Releases

Oak Wealth Management is a growing business with the main priority of serving clients' best interests at all times. Frank and his team strive to create a great client experience that is welcoming, comfortable, and educational.


 To read more about Oak Wealth Management's growth, please click on the press release titled, "Season of Growth."  To read more about this prestigious award, please click on the press release titled, "Master's Level."

Season of Growth:&#160;<span><strong>May 5, 2022</strong></span><br/>

Season of Growth: May 5, 2022

Frank X. Aceves, Jr., CFP®, of Oak Wealth Management has acquired the investment management practice of LPL Financial advisor Kathy Conlin.

Read more
LPL Master's Club:&#160;<span><strong>January 29, 2024</strong></span><br/>

LPL Master's Club: January 29, 2024

Frank  X. Aceves, Jr. of Oak Wealth Management is Recognized as One of LPL Financial's Top Financial Advisors.

Read More