LPL Financial Advisor - Covered CA & Medicare Insurance Agent

Oak Asset Management, located in Westlake Village, CA, provides a comprehensive range of investment advisory services, including portfolio management, retirement income analysis, and risk analysis. With additional offices in Flagstaff, AZ, and Las Vegas, NV, the firm focuses on customized strategies to meet the diverse needs of its clients at various stages of their financial journeys. Dedicated to client education and engagement, Oak Asset Management offers complimentary Get Acquainted meetings to assess how their services can best support potential clients. As a Registered Investment Adviser, the firm emphasizes the importance of proper licensing and provides an informative platform while acknowledging the inherent risks of investing. Generated from the website

Financial Transition Partners is a trusted financial advisory firm based in Thousand Oaks, CA, offering a range of services including living legacy planning, business law, and comprehensive client portal access. With a dedicated team of professionals and a mission to help clients leave a lasting legacy, Financial Transition Partners provides personalized solutions and expertise to guide individuals and businesses towards financial success.Generated from the website