Blue Oak Wealth Management Email Format
Financial ServicesCalifornia, United States0-1 Employees
Blue Oak Wealth Management is a financial services firm based in Fresno, California. The practice emphasizes a collaborative, team-based approach intended to broaden the perspectives available to clients. It provides guidance on investment principles and strategies, retirement investing and distribution planning, estate conservation considerations, and risk management. Securities and advisory services are offered through LPL Financial, a registered investment advisor and a member of FINRA and SIPC. The firm operates as a small practice with limited staff and serves clients in the Fresno area.