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.
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.
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.
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.
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.