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.