Fiduciary Fee-Only PERSONAL Financial Planning
When you work with Pacific Oak Wealth Management LLC, you work with Shonty Spatola, a Certified Financial Planner™ Professional, Certified Public Accountant and Fiduciary.
Fee-Only Financial Advice
Have confidence in your financial plan. As a fee-only firm, we’re in the business of providing the best possible advice for you and your family.
We can help you build and manage a diversified, low-cost investment portfolio that aligns with your financial plan.