Pacific Oak Financial Planning LLC
Welcome to Pacific Oak Financial Planning, where I, a fee-only financial planner, provide personalized financial planning services to a diverse clientele, including professionals, families, those approaching retirement, retirees, and executives. As a Certified Financial Planner (CFP) and Certified Public Accountant (CPA), I bring a unique combination of expertise to my practice. This dual qualification enables me to offer an integrated approach to personal financial planning, which includes specialized services in tax planning and compliance. My commitment is to deliver comprehensive, tailored financial strategies that align with each client's individual needs and goals, ensuring a holistic approach to managing their financial wellbeing.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.