Pacific Oak Wealth Management LLC
Pacific Oak Wealth Management is an independent Registered Investment Advisor providing goal-based, comprehensive financial planning throughout Los Angeles. As a fee-only financial planning firm, our services are uniquely tailored to each of our client's specific needs, and we serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Fee-Only Financial Planning and Accounting in the Greater Los Angeles Area One Advisor For All Your Financial Planning Needs Pacific Oak Wealth Management is an independent Registered Investment Advisor providing goal-based, comprehensive financial planning throughout Los Angeles. As a fee-only financial planning firm, our services are uniquely tailored to each of our client's specific needs, and we serve our clients during the financial planning process through deep and meaningful relationships that last for generations. Helping You Align Your Finances With Your Goals Our focus is to help you find a balance between your life goals and your financial means. We are not affiliated with any broker-dealer and sell no products of any kind, allowing us to always put our full focus on what is truly best for you.
Address: 520 S Sepulveda Blvd Ste 202 Los Angeles, CA 90049, USA
Phone: +1 310 477 7979
FAX:
