I am the Founding Partner of Oakwood Wealth Partners, based out of Irvine, California. I am a CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years of experience and have built a loyal clientele of successful healthcare professionals, government employees, executives and retirees. I have built my client base largely through referrals from clients, which represents assets valued at approximately $1 Billion, as of April 1 2024. I am a very service-intensive and results-oriented individual who is committed to establishing and building long-term relationships. I take pride in my clients growing both professionally and financially.I strive to understand, through close and comprehensive communication, each client's goals, needs and risk tolerance and then tailor my efforts to meet those unique circumstances. I am passionate about retirement planning and helping people towards their retirement goals. For over thirty years, our practice has grown from a single financial planner, to a large family practice with nine planners and a staff of seven. My team and I offer quality investment and insurance products and services from our local office in Irvine, California.Specialties: Retirement Planning, Investment Planning, Risk Management, Estate Planning Strategies, Tax Reduction Strategies, College Funding Planning, Stock Option Planning, Business Owner Succession Planning, Employee Benefits, Public Pensions, 403(b), 457, CALPERS, Teachers, Professors