Oak Summit Wealth Management

Oak Summit Wealth Management is an independent, fee-only fiduciary financial planning and wealth management firm based in San Diego, California. We work with individuals and families navigating retirement, inheritance, widowhood, business ownership, and other major financial transitions. Our approach brings together comprehensive financial planning, investment management, advanced tax planning, and estate planning coordination into one cohesive strategy. Clients work directly with their advisor and receive highly personalized advice designed around their goals, circumstances, and long-term financial security. Oak Summit was founded by Michael Randall, a Chartered Financial Analyst® (CFA®) Charterholder, CERTIFIED FINANCIAL PLANNER® professional, and IRS Enrolled Agent (EA). This combination of investment, financial planning, and tax expertise allows us to address complex financial decisions from multiple angles rather than treating each area separately. We work with clients virtually across the United States, providing ongoing advice and investment management to help simplify complex decisions and keep every part of their financial life working together.

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