Oak Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2890 N Main St Ste 306, Walnut Creek, Ca...Phone Number
(925) 357-8320Website
www.oakwealthmanagement.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
1
1
About Oak Wealth Management
Oak Wealth Management specializes in providing comprehensive financial planning and wealth management services to families across multiple generations in the Bay Area and beyond. Their offerings include retirement planning, estate planning, income strategies, and long-term care and life insurance solutions. The firm is led by Frank Aceves, Jr., a CERTIFIED FINANCIAL PLANNER Professional, who prioritizes the interests of clients in a fiduciary capacity. Oak Wealth Management aims to help clients build a solid financial foundation and achieve their financial goals through personalized strategies.Explore more
Oak Wealth Management Org Chart
CA
Virtual Marketing Assistant
CO
Administrative Assistant
KM
Assistant
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2009
RC
Rebecca CarneyAdministrative Associate and Assistant, Client Services Manager
Company Profile Activity
Activity Insights
Oak Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Oak Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oak Wealth Management.
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Oak Wealth Management specializes in providing comprehensive financial planning and wealth management services to families across multiple generations in the Bay Area and beyond. Their offerings include retirement planning, estate planning, income strategies, and long-term care and life insurance solutions. The firm is led by Frank Aceves, Jr., a C... Read More
