Shonty Spatola, CPA, CFP®

Shonty Spatola, CPA, CFP®

Founder

Hi, I’m Shonty, I’m the Founder of Pacific Oak Wealth Management LLC.

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Certified Public Accountant.

I’m a fiduciary and fee-only advisor and I’m passionate about helping people take control of their financial future.

As a CPA, I started my financial services career in Public Accounting where I worked on complex income tax and financial statement matters. My professional experience, education, entrepreneurial spirit, and passion for providing objective advice allowed me to start my firm. We specialize in personalized financial plans and investment management. Our favorite clients utilize us as their primary point of contact for all personal financial matters.

I have over 15 years of experience and specialize in Investment Management, Financial Planning and Retirement Planning.

I'm a Los Angeles native, when I'm not immersed in financial planning, I enjoy traveling and fitness.

Associations:  NAPFA, FPA, XYPN & AICPA

 

Phone (310) 477-7979
Fax (424) 256-7964