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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.  â€‹

Partner with Blue Oak Wealth Management to create a comprehensive financial plan that helps you pursue your financial goals.

Thank You for your inquiry!

Don’t leave your future to chance! 

Blue Oak Services

Services

At Blue Oak Wealth Management, we craft personalized strategies that align with your life goals, aiming to ensure every aspect of your finances works together seamlessly.

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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. 

Blue Oak Approach

​Why Choose Blue Oak Wealth Management?

 

  • 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:

 

  • Listening to understand your goals.

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  • Collaborating to design a plan that reflects your values.

 

  • 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
Contact Us
(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 

Check the background of your financial professional on FINRA's BrokerCheck

 

 

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 

 

Aaron J. Garabedian is a registered representative with, and offers securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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​LPL Financial Form CRS

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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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Online Privacy Policy

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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

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​CA Insurance License #0K16770

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