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We design holistic financial plans and implement investment strategies to help you live your definition of success.

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?

Working With Blue Oak

WORKING WITH BLUE OAK

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

A solid financial plan is 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. 

HEARD

We listen to you first. 

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

UNDERSTOOD

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

ENLIGHTENED

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

CONTENT

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

Blue Oak Services

BLUE OAK SERVICES

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
Planning 
Holistic Financial
Planning 
Investment
Strategies
Investment
Strategies
Insurance
Services 
Insurance
Services 
BLUE OAK APPROACH

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. 

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

Blue Oak Approach
Contact
Contact Blue Oak 
(559) 326-2583
  • Blue Oak Wealth Management
  • Blue Oak Wealth Management

Book your complimentary consultation today! 

Our Address
 

7110 North Fresno Street Suite 200 

Fresno, CA 93720

aaron@BlueOakWM.com

Call Us

 

Tel: (559) 326-2583 

Fax: (559) 326-2584 

Get In Touch

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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 LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

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Contact

Blue Oak Wealth Management 

Office: (559) 326-2583

Fax: (559) 326-2584

 

7110 North Fresno Street Suite 200 

Fresno, CA 93720 

 

aaron@blueoakwm.com

 

Securities Registrations Series 7 and 66

​

​CA Insurance License #0K16770

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