Portfolio Rx

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

Our wealth management advisors in TIAA’s Irvine, CA office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Irvine, CA office is a smaller satellite office, so please call today to schedule an appointment (877) 209-3140.