TEAM
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Aaron J. Garabedian, CPA CGMA AIF
Investment Advisor Representative
Phone (559) 326-2583
Fax (559) 326-2584
Email aaron@blueoakwm.com
Jeffrey Foster, CPA
Client Services Associate
Phone (559) 326-2583
Fax (559) 326-2584
Clarissa Torres
Branch Operations Manager
Phone (559) 326-2583
Fax (559) 326-2584
Crista Marie Moreno
Branch Marketing Associate
Phone (559) 326-2583
Fax (559) 326-2584
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 reach their personal financial goals. Now Blue Oak Wealth Management takes a unique 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.
"We are not going to spend time trying to convince you to make a particular investment. However, using our experience, resources, and rigorous academic investment research, we will advise you of your options and what we believe to be possible outcomes based on the various opportunities we present.
We want you to take the time to reflect, weigh your options, and make appropriate decisions, that feels right to you. An ideal plan that you don't feel right about will do you no good. The key to any sound financial plan or investment philosophy is that you can stick with it."
~Aaron J. Garabedian, CPA/CGMA, AIF®
What is an Accredited Investment Fiduciary (AIF )?
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 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.
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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 a trusted advisor either.
High-pressure sales tactics are against our core values at Blue Oak Wealth Management.
Need more details? Contact us 559.326.2583
We are here to assist. Contact us by phone, email or via our Social Media channels.