top of page

Wealth Management

What happens when your financial experts operate in silos? Your wealth suffers.

 

Uncoordinated financial planning across advisory teams leads to missed opportunities, inefficiencies, and diminished wealth transfers, hindering generational wealth and your legacy. 

 

Most wealth managers operate independently without coordinating with clients or other advisors. This fragmented approach can mislead you in the wrong direction and create gaps in your financial strategy.

 

Our client-centric approach begins by understanding your situation. We work collaboratively with you and your team of professionals to uncover disconnects in your financial picture and align every aspect of your wealth, from accumulation to preservation and estate planning. Our process gives you attention, insights, and time to reflect and make well-informed decisions.  

 

We meet regularly to bring your entire financial picture into focus. With a comprehensive view of your wealth, you can make informed decisions with full awareness of the potential outcomes, giving you the confidence to maintain the lifestyle you enjoy and continue to plan for your future. 

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

Call (559) 326-2583 to schedule a private consultation to learn your options and identify areas where your wealth can allow you to do what matters most. 

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.

​​

​LPL Financial Form CRS

​​​​

 

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. 

​​

Online Privacy Policy

BrokerCheck_logo-new.png

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

​

​CA Insurance License #0K16770

bottom of page