Broker Check
Frank X. Aceves, Jr., CFP®

Frank X. Aceves, Jr., CFP®

Founder & CEO & CERTIFIED FINANCIAL PLANNER™ Professional

Frank began his financial services career at First Interstate Bank in 1992. He held various positions in several cities, rising through the ranks in a fast-track officer development program.

Frank transitioned from banking to the investment and insurance side of the financial industry in January 1996 when he began work as an account executive with Prudential Financial in San Ramon, California.

In June 1996 Frank moved to the bank channel as a financial advisor for Cal Fed Investments, Sacramento, California, where he provided investment and insurance advice at the Napa and St. Helena branches.

Frank continued serving as a financial advisor at the Oakland, Alameda, El Cerrito, Pinole, Pleasant Hill, Walnut Creek, and Concord bank branches between March 1998 and February 2003.

Following Citibank’s February 2003 acquisition of the Cal Fed Bank and Cal Fed Investments, Frank was assigned to the Pleasant Hill and Concord branches to serve as financial advisor. Wells Fargo Advisors recruited Frank in April 2004.

Frank opened Walnut Creek’s Oak Wealth Management in February 2014 after building his practice for 10 years at Wells Fargo Advisors. His goal was to create a practice that provided clients with a superior experience in a warm, comfortable, and friendly environment.

Frank’s dedication to the highest standards of financial excellence led to many of his long-time clients to sign on with him at Oak Wealth Management.

To further improve his quality of client service, Frank obtain the CERTIFIED FINANCIAL PLANNER™ designation, which represents a high level of competency and professionalism in personal financial planning.

With his wealth of experience, his rigorous education, and his devotion to the most preeminent standards in the industry, Frank is ready to develop a comprehensive plan to help you manage your wealth for a bright and prosperous future.

Frank believes that incorporating your needs, desires, goals, experience, risk tolerance, and timeline into your financial strategy will enable you to pursue your dreams.

Delivering highly tailored financial services to clients is not just Frank’s professional pursuit. He thoroughly enjoys his relationships with his clients.

On the private side, Frank enjoys many sports.  He is an avid fan of the San Francisco Giants, the San Francisco 49ers, and the Golden State Warriors. He plays golf, tennis, and bocce ball in his free time. He coached girls softball in San Ramon Valley Girls Athletic League leading his team to the championship.  He also enjoys gardening and spending time with his family and friends. He lives in the East Bay with his wife Maureen, son Christopher, daughter Sofia, and dog Butters.

Frank is a Registered Representative with and offers securities 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.