Oak Summit Wealth Management

Oak Summit Wealth Management is an independent, fee-only financial planning and wealth management firm based in San Diego, California. We specialize in guiding individuals and families through complex financial transitions—whether navigating retirement, managing an inheritance, selling a business, or preparing for widowhood. Our clients value highly personalized advice that integrates investment management, advanced tax planning, and estate strategies into one cohesive plan. Founded by Michael Randall, a Chartered Financial Analyst (CFA) Charterholder, CERTIFIED FINANCIAL PLANNER™ professional, and IRS Enrolled Agent (EA), Oak Summit brings deep technical expertise to every aspect of wealth management. Our fiduciary, conflict-free structure ensures that every recommendation is made with our clients’ best interests in mind. We work with clients virtually across the U.S., offering holistic planning that simplifies the complex and empowers confident decision-making for the long term.

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