Mr Frank X Aceves CFP
Oak Wealth Management, LLC
2890 N Main St., Ste 306, Walnut Creek, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Risk Management, Sudden Wealth Management
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor