Old Oak Financial Planning Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Old Oak Financial Planning is an independent, feebased financial planning firm dedicated to serving our clients' needs through objective, unbaised financial advice.

Find Old Oak Financial Planning employees' phone numbers or email addresses

Old Oak Financial Planning Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Old Oak Financial Planning's Leadership

  • Stylized image of a person
    G. K. M.
    Owner
    Phone icon
  • Stylized image of a person
    T. R.
    Owner
    Phone icon
  • Stylized image of a person
    S. S.
    Registered Investment Advisor
    Phone icon
  • Stylized image of a person
    M. G.
    Certified Financial Planner
    Phone icon

Old Oak Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Old Oak Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. K. M.
    Owner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    T. R.
    Owner
    Phone icon
    United StatesMichigan
    Oct 23, 2024
  • Stylized image of a person
    S. S.
    Registered Investment Advisor
    Phone icon
    United StatesMichigan
    May 05, 2025
  • Stylized image of a person
    M. G.
    Certified Financial Planner
    Phone icon
    United StatesMichigan
    Feb 18, 2026

Frequently Asked Questions

What is Old Oak Financial Planning known for?

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Old Oak Financial Planning operates in the Financial Services industry. The company's main headquarters is located in 7077 Fieldcrest Drive Suite 400 Brighton, Michigan 48116 United States. Explore Old Oak Financial Planning's company overview page for more information.

What is Old Oak Financial Planning's most common email format?

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Old Oak Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Old Oak Financial Planning email formats with LeadIQ.

How many employees does Old Oak Financial Planning have currently?

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Old Oak Financial Planning has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Old Oak Financial Planning's key employees and leadership?

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As of February 2026, Old Oak Financial Planning's key employees include:

  • Owner: G. K. M.
  • Owner: T. R.
  • Registered Investment Advisor: S. S.
  • Certified Financial Planner: M. G.

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