Your financial future deserves more than guesswork.
Create a financial plan that allows you to do what matters most.
Imagine a financial plan that doesn’t just focus on numbers but considers you - your values, dreams, and aspirations.
Our holistic approach is simple but thorough. We start by listening to what matters most to you—your goals, your priorities, and your vision for the future. Then, we take a close look at every part of your financial picture, whether it’s your investments, retirement plans, tax strategy, or even planning for long-term care. Think of it like growing a strong oak tree: we create a plan that’s rooted in your needs and designed to grow with you over time, staying solid and dependable.
Whether you’re planning for retirement, transferring your wealth, or navigating life’s unexpected detours, we guide you through every step with care and clarity. ​
Don’t leave your future to chance!
Here to create your personalized Roadmap.
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Aaron J. Garabedian, CPA, CGMA, AIF®, started Blue Oak Wealth Management to offer services that considered the client's entire financial landscape instead of being a piece of their financial puzzle.
Aaron enjoys building meaningful relationships with families, helping them manage the intricacies of their assets, and aligning their finances so that they can enjoy life now and in the future.
​Why Choose Blue Oak Wealth Management?
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Holistic Approach: We consider every aspect of your finances and life goals.
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Personalized Service: Your plan is as unique as you are.
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Long-Term Relationships: We’re here for every stage of your journey.​​​
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The Blue Oak Wealth Management Experience
At Blue Oak Wealth Management, we craft holistic financial plans and investment strategies rooted in years of experience and academic research.
Our Process Involves:
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Listening to understand your goals.
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Collaborating to design a plan that reflects your values.
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Adapting as life changes to keep your portfolio working for you.
With us, wealth management is more than numbers—it's about creating clarity and confidence in every step of your journey.
Contact Us
(559) 326-2583
Book your complimentary consultation today!
Call Us
Tel: (559) 326-2583
Fax: (559) 326-2584