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Our Team

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.

Frank X. Aceves, Jr., CFP®

Founder, CEO, and CERTIFIED FINANCIAL PLANNERâ„¢ Practitioner


As a perpetual student of the financial services industry, Frank thoroughly enjoys what he has chosen as his life’s work. He enjoys the relationships he has with his clients, and he looks forward to going to the office every day.

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Kathy Conlin

Financial Advisor



Kathy has more than 36 years experience in the financial services world, ranging from administrative assistant and branch manager to financial planning and asset management advice. Starting her career with IRA and rollovers in the...

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Crystal Orphanopoulos

Administrative Assistant

925.357.8320 ext. 102

Crystal Orphanopoulos is passionate about welcoming clients and creating the best and warmest client experience. She has more than 25 years of experience in customer service, operations, and administration...

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Sofia Aceves

Marketing Assistant

925-357-8320 ext.104

Sofia joins Oak Wealth Management as a Marketing Assistant and will be managing all marketing initiatives. She is currently a student at Diablo Valley College in Pleasant Hill and has completed her first two semesters with academic...

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