TEAM
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Aaron J. Garabedian, CPA CGMA AIF
LPL Investment Advisor Representative
Financial Advisor
Phone (559) 326-2583
Fax (559) 326-2584
Email aaron@blueoakwm.com​
Clarissa Torres
Crista Marie Moreno
Your overall financial success is our priority. We want to learn more about your situation and understand your dreams and goals. Blue Oak Wealth Management is an affiliate financial business of The Garabedian Group Inc.
It started as a convenient service to expand our relationship with existing clients to pursue their personal financial goals. Blue Oak Wealth Management takes a dynamic approach to financial planning and investment management as we always put the client's interest before our own, acting as a fiduciary at all times.
What is an Accredited Investment Fiduciary (AIF )?
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The AIF® Designation certifies that your financial advisor has specialized knowledge of fiduciary standards of care and their application to the investment management process. In short, we always strive to put our client's needs before our own. We give advice or recommend a financial product(s), that is in the best interest of our clients.
Our team will never lure you into investments that are not good for you, make recommendations that benefit us over you, or "sell" you a product only so that we can make a larger commission.
You should never risk your investment decisions, and you should never feel pressured by an advisor either.
High-pressure sales tactics are against our core values at Blue Oak Wealth Management.
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Disclaimer: Blue Oak Wealth Management and LPL Financial does not offer tax advice or tax preparation services.
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Aaron J. Garabedian is a registered representative with, and offers securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.