Fiduciary Fee-Only 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.

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Shonty creates personalized financial plans and provides honest financial guidance. He does not sell financial products or take commissions. He’s a CPA and CFP with years of income tax and personal finance experience.

 
 
 
 
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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.


Investment Management

We can help you build and manage a diversified, low-cost investment portfolio that aligns with your financial plan.

 
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Commitment to your best interest from a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional

Only those who have met difficult educational and experience requirements can call themselves a CFP® Professional.

Additionally, CFP® Professionals are required to follow ethical standards that ensure financial planning recommendations have the clients best interest.

 
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Your finances, your plan, your future

If you’re curious about the financial planning process and want more information, please give us a call.

We will get to know your situation and provide you with a proposal. Afterwards, if you’re comfortable taking the next step, we will begin collaborating with you to start crafting a strategic financial plan that will provide you with your financial road map.