TEAM

®

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 

Email jeff@blueoakwm.com

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

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. 

®

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.

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 

 

 

Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/ SPIC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. 

 

 

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at ceterafinancialspecialists.com 

Online Privacy Policy | Important Disclosures | Business Continuity | Order Routing Disclosure 

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