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TEAM

®

Aaron J. Garabedian, CPA CGMA AIF

LPL Investment Advisor Representative 

Financial Advisor

Phone (559) 326-2583 

Fax (559) 326-2584 

Email aaron@blueoakwm.com​

Aaron J. Garabedian Financial Advisor
Clarissa Torres

Clarissa Torres 

Branch Operations Manager 

Phone (559) 326-2583 

Fax (559) 326-2584 

Email clarissa@blueoakwm.com

Crista Marie Moreno

Branch Marketing Associate 

Phone (559) 326-2583 

Fax (559) 326-2584 

Email crista@blueoakwm.com

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  )? 

®

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. 

Contact Us (559) 326-2583

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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