As a CERITIFIED FINANCIAL PLANNER™ Professional and Financial Consultant at One Oak Wealth Management, my focus includes financial planning, asset management and retirement planning. With over a decade of practice in the financial services industry, I use my experience and knowledge to assist individuals in working towards their financial goals. Building and developing long-lasting relationships with clients and getting to know them on a personal level allows me to recognize that each person’s situation is unique. It’s important for me to work one-on one with individuals to get a thorough understanding of their short and long-term goals in order to provide personalized advice. Our company, One Oak Wealth Management, is an independent financial services firm located in Orange County, CA and Seattle, WA. We offer comprehensive financial planning services to individuals of all backgrounds and stages in life. Our services include, but are not limited to: Financial planningRetirement planningInsurance planningTax planningEducation planningInvestment ManagementContact me today for a complimentary consultation!Series 7 & 66 registrations held through LPL Financial.Disclosures:- The financial consultants at One Oak Wealth Management are registered representatives with, and securities and financial planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with One Oak Wealth Management are registered to do business, please visit www.oneoakwm.com.
Listed skills include Finance, Financial Analysis, Customer Service, Microsoft Office, and 10 others.
