Pacific Oak Wealth Management is a leading Los Angeles based fee-only financial planning firm serving clients in the areas of financial planning & investment management.

Fiduciary Fee-Only Financial Planning

For All Your Financial Planning Needs

Pacific Oak Wealth Management is an independent Registered Investment Advisor providing goal-based, comprehensive financial planning throughout Los Angeles. As a fee-only financial planning firm, our services are uniquely tailored to each of our client's specific needs, and we serve our clients during the financial planning process through deep and meaningful relationships that last for generations. 

Helping You Align Your Finances With Your Goals

Our focus is to help you find a balance between your life goals and your financial means. We are not affiliated with any broker-dealer and sell no products of any kind, allowing us to always put our full focus on what is truly best for you.

Who We Help 

YOUNG FAMILIES/WORKING PROFESSIONALS

Whether you are starting a family or trying to find that work-life balance, we’re here to help answer any day-to-day or long-term financial questions that you may have.

NEARING RETIREMENT

It can be difficult to know exactly when you’re financially ready to retire. We’ll help you with everything from making sure that you have enough saved, to answering any insurance questions you may have.

ALREADY RETIRED

Make sure you are financial ready to enjoy retirement to the fullest. We can help answer your questions regarding Social Security, spending, health care, and more.

Step 1: Select the package that is most suitable for you.

 *Based on normal complexity

*Based on normal complexity

STEP 2: DECIDE WHO SHOULD MANAGE YOUR INVESTMENTS.

There are many of us who feel comfortable handling the many aspects of finances, and quite a few others who appreciate tweaking their portfolio on any given day. If you’re one of these people, keep on keeping on – it’s great to be able to keep an eye on your own finances while also enjoying it.

However, if you’re not into managing finances – be it because you’re just not the type who finds it interesting, or you’re too busy to deal with the many complexities – that’s okay. Again, Shonty’s got you covered on this front too. You can depend on him to manage your portfolio, assets, and financial strategies – all according to what you want and need.

Depending on Shonty, a Certified Financial Planner™ (CFP®), to manage your investments makes sense if you:

• Are too busy to manage a complex portfolio, or simply don’t like the process and would like to get a professional to do it

• Often find yourself making impulsive and/or emotional purchases and financial decisions that you shake your head about later, and need advice on how to avoid unnecessary expenses

• Want help with putting together a portfolio with assets spread out over different areas to minimize risk exposure

• Don’t want to deal with someone just trying to make a quick buck, and want to deal with a Certified Financial Planner™ (CFP®) who has your best interests at heart

 

 Contact

Name *
Name

Address

520 S Sepulveda Blvd Ste 202
Los Angeles, CA 90049

Phone

(310) 477-7979