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Eight Oaks Financial in Irvine, CA is dedicated to offering tailored financial planning and investment management services that are personalized to each client's unique situation. The firm emphasizes close collaboration with all client advisors to ensure a comprehensive approach. As a financial advisory firm, they provide objective opinions aimed at guiding clients in the right financial direction, always upholding a fiduciary standard focused on trust, integrity, and respect. The majority of clients engage with Eight Oaks Financial through fee-based advisory accounts, reinforcing the commitment to providing professional support, education, and well-informed guidance to every individual. Their team comprises professionals with diverse backgrounds and expertise, including partners Andy Chatham and Chad Chatham, who bring extensive experience in wealth management and financial services, and Director of Operations Ryan Szwast, who contributes over 11 years of business and finance knowledge. Director of Marketing Gladys Villegas, with a BA in Business Management, and Portfolio Administrator Tom Snyder, who joined the team in 2022, further enhance Eight Oaks Financial's capabilities. By upholding a fiduciary standard and prioritizing trust and integrity, Eight Oaks Financial sets itself apart as a reliable partner in helping clients achieve financial freedom and security. Generated from the website content

Avant Advisory Group is a premier financial advisory and management consulting firm headquartered in Newport Beach, California, with additional offices in Los Angeles, New York City, and Miami. Focused on enhancing value, the firm specializes in mergers and acquisitions, financial forensic accounting, corporate investigations, and a range of C-suite services to support middle market companies and private equity firms. Known for its interdisciplinary team of credentialed professionals, Avant Advisory Group prioritizes integrity and service while helping clients navigate complex financial challenges, including turnarounds and operational improvements. The firm is committed to upholding Biblically-based values while delivering exceptional guidance and support to its diverse clientele. Generated from the website