We design holistic financial plans and implement investment strategies to help you grow and preserve your wealth. 

A good financial advisor will guide you through the noise and focus on your goals. 

Collaborate with a Financial Advisor in Fresno that provides personal attention, vast resources, and investment strategies that are backed by rigorous academic research, NOT investment packages. No investment strategy or financial plan is the same, and your financial advisor should not dictate what you should do with your money. 


Our motto is No Plan, No Portfolio.


After all, if you don't have a plan, how will you know if you have ever achieved your objectives?



Expect a sound financial plan, personal service, and a long-term relationship.

A solid financial plan with a focus on growing and preserving wealth is very similar to growing an Oak Tree. It takes time, personal care and a solid foundation. Below is what you can expect with the Blue Oak Wealth Management team to help grow your wealth and work towards your financial goals. 


We listen to you first. 

Ally with a team that will guide you in working towards your needs, goals, and financial freedom. 


With our experience, resources, and academic research, we advise you on the risks and benefits of your financial choices.​


We collaborate with you to "plant" a plan around your goals using methods with a high probability of reaching your goals.


We review and update your plan at every stage of your life. See your portfolio in action and your money working for you. 



We add value beyond what traditional investment advisors in Fresno provide.

Your custom portfolio is designed by an Investment Advisor Representative with a Certified Public Accountant (CPA) designation. With a CPA credential, we look at your overall financial situation, not just investment management. 

It is important to us that your financial plan and the investment strategy we implement with you is consistent with your overall financial situation. Most importantly, your plan feels right to you, and you can stick with it. 

Holistic Financial

Many success stories start by listening to clients. We commit to hearing from our clients before we make any recommendations. At Blue Oak Wealth Management we walk you through the potential benefits and risks of your financial choices so that YOU, can make appropriate decisions that are consistent with your goals. 

Give us a call for financial services and be heard today! 

  • Blue Oak Wealth Management
  • Blue Oak Wealth Management
  • Blue Oak Wealth Management
Contact Blue Oak 

Book your complimentary consultation today! 

Our Address

7110 North Fresno Street Suite 200 

Fresno, CA 93720


Call Us


Tel: (559) 326-2583 

Fax: (559) 326-2584 

Get In Touch
(559) 326-2583

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Crista Moreno. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 



Copyright 2018 Blue Oak Wealth Management 



Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/ SPIC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.”


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Blue Oak Wealth Management 

Office: (559) 326-2583

Fax: (559) 326-2584


7110 North Fresno Street Suite 200 

Fresno, CA 93720 




Securities Registrations Series 7 and 66