Insurance Services 

Insurance coverage that corresponds to your goals. 

Insurance protects us from the costs of an event that our finances are just not ready to handle. Having proper insurance in place is necessary for protecting your family and assets. At Blue Oak Wealth Management we help you strengthen your financial strategy with the right insurance policies that you need. 

Life Insurance 

Will your family be well prepared when you "meet your maker?" We are with you at every stage of your life to plan for your financial future. As we collaborate with you on your financial plan, we provide life insurance that is in alliance with your goals. 


Enjoy retirement the way you envisioned it. We help you choose the right annuity so that you may enjoy a reliable income stream during your retirement. Reap this additional source of retirement income and stretch your savings. 

Long-Term Care Insurance (LTC)

Advances in medicine are helping us live longer, requiring some families to invest in long-term care (nursing home, at home care, assisted living facilities). Although, these options can cost a small fortune long-term care insurance can protect some of your assets while providing a level of financial security for your loved ones. 

Disability Income Insurance 

What would you do if you were diagnosed with an illness or was involved in a serious accident leaving you disabled and unable to work again? Will your family be financially stable without your household income? In the event, you become handicapped disability income insurance can provide you with a dependable percentage of your earned income sooner than the standard Social Security disability. 

Insurance benefits depend on contractual terms and the claims-paying ability of the insurer. 

Need more details? Contact us 559.326.2583

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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. 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.”


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Blue Oak Wealth Management 

Office: (559) 326-2583

Fax: (559) 326-2584


7110 North Fresno Street Suite 200 

Fresno, CA 93720


Securities Registrations Series 7 and 66