• Blue Oak Wealth Management
    • Apr 13
    • 0 min read

Don't Fall for These Common Budgeting Myths



4 views0 comments

Recent Posts

See All

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. 

​

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.”

​

 

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

Quick Links 

Blue Oak Philosophy 

Services 

Holistic Financial Planning

Investment Strategies  

Insurance Services 

Team 

Contact

Accessibility Statement

BrokerCheck_logo-new.png