OakBridge Advisors (acquired by Risk Strategies Company) Employee Directory
InsuranceCalifornia, United States501-1000 Employees
OakBridge Advisors is an insurance-focused advisory firm that provides guidance on employee benefits, retirement plans, and asset management. Its clients include companies, their executives, and high-net-worth individuals, seeking integrated benefit and wealth-management solutions. The firm is based in Irvine, California, and operates as a mid-sized organization within the industry. OakBridge Advisors became part of Risk Strategies Company through an acquisition completed in 2016. It maintains its identity as OakBridge Advisors within the Risk Strategies framework. More information is available on its website at oakbridgeadvisors.com.