Fee-Only Financial Advisor Serving Los Angeles

Pacific Oak Financial Planning is a Retirement Planning and Investment Management firm located in Woodland Hills, CA serving clients in the LA Metro. Dual-Certified Financial Planning Expert: Your CPA and Certified Financial Planner Together.

Learn More

Practical Financial Planning

Tax-focused Approach

Together we design an all-encompassing strategy that takes into account every aspect of your finances.

No Product Sales

We don’t sell any financial products nor do we receive any commissions. We are fee-only financial planners. We are fiduciaries. Our complete focus is on what is best for you.

Value for Your Money

We are committed to providing value that exceeds our fee.

My Mission

Empowering you to take control of your financial future and helping your money work smarter. For your peace of mind and to ensure the highest standards of integrity and professionalism, I invite you to verify my credentials through BrokerCheck by FINRA. This platform provides an additional layer of trust and transparency in our partnership.

Let's do it together.

Learn More

Fee-only Fiduciary Personal Financial Planning for You

Dual-Certified Expertise: Your CPA and Certified Financial Planner Together

SCHEDULE A CALL