NQN Insurance Service

Eight Oaks Financial is a San Jose-based financial advisory firm that specializes in providing personalized financial planning and investment management services. With a team of experienced professionals, they work closely with clients and their other advisors to offer objective opinions and guidance to help individuals achieve their financial goals. Operating under a fiduciary standard, Eight Oaks Financial prioritizes trust, integrity, and respect in their client relationships.

As a registered representative with LPL Financial, the largest independent broker dealer in the nation, Eight Oaks Financial is able to offer a wide range of financial services and resources. Their team of experts, including partners Andy Chatham and Chad Chatham, bring a wealth of knowledge and experience to assist clients in navigating the complexities of wealth management, financial planning, and insurance. With a commitment to professionalism and client education, Eight Oaks Financial strives to provide informed direction and support to each and every client.

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